It is imperative to watch the yield curve.
Why earn $22,500 annual #BondInterest in your account, when $45,000 annual Bond Interest is gettable?
Your #MuniBond SMA may have your "stay rich" capital allocated in bonds with less than 10 years of maturity...in the 2% #yield range.
where is your "stay rich" capital being allocated?
~ a 5yr AAA Muni yield close to 2%
~ 4% plus yields are gettable with maturities greater than 20 years with 9-10 year call protection income. The #yieldcurve is very steep.
~8% Tax Equivalent Yields are being locked in every week.
Contact Jeff Watkinson to discuss further.
Most Robo SMAs we see are stock full of bonds with less than a 15 year maturity earning yields less than 2.25%. These investors are earning half the income of what is gettable.
The Outcome is more Income.
#municipalbonds #munis #GetRealStayRich #WatkinsonMunicipalBonds #TaxEquivalentYield
#SMAs #YieldCurve #SteepYieldCurve #WatkinsonMuniBondSMA #MuniBonds #TaxfreeIncome #TaxExemptIncome