Using Tax-Advantaged Bonds in Times of Low Yield

by | Sep 14, 2020 | In The News

Published on September 14, 2020 by Financial Advisor IQ

Municipal bonds and Treasurys are usually favored as safe, tax-exempt investments, but in the current low-yield environment, that’s gotten complicated. Yields on municipal bonds have dropped to the lowest levels in decades, while yields on Treasurys have also fallen to new lows and are expected to stay flat for the foreseeable future. 

“Historically, it’s a weird environment with low interest rates,” says Karl Schwartz, a CPA and CFP at advisory firm Team Hewins