Bonds are Back…
Get historical equity returns on TEY basis
(Tax Equiv. Yield)
- The S&P 500 Index has an annualized return for
last 50 years (1972-2021) of 9.4%
- With 4% Coupon MuniBonds trading at a
discount and 5% Coupon Investment Grade MuniBonds trading close to or at par, investors
can achieve TEYs 8% and at 10% for highest tax bracket income earners in the
highest tax states.
- The impulsive municipal bond mutual owner continues to sell, sell, sell.
- Get locked in because you do not know
when this market may turn
In the picture above, Jeff Watkinson visited financial advisor Nick Mitchell in Wynnewood, Oklahoma. Watkinson Capital serves some of Nick's clients as a trusted sub-advisor for constructing custom municipal bond portfolios. It is an honor to work with an advisor like Nick.
contact firstname.lastname@example.org if you want to learn more about municipal bonds