Tips for Investing in the Current Muni Market

Munis have somewhat recovered so far this year, but investors need to mind all of the rate, credit, and valuation risks inherent in muni bonds and funds.

Related Videos


  • Do You Understand What's in Your Muni Fund?

    Morningstar's Eric Jacobson breaks down the nuances of GO, revenue, and tobacco bonds, warns about a yield pitfall to avoid, and offers best practices for researching muni fund portfolios.

  • How Enticing Are Munis Today?

    As investors realize the impact of new tax increases, municipals are going to become more valuable--but research is key to finding value and avoiding trouble, says Fidelity's Kevin Ramundo.

  • Mutual Funds and Morningstar Ratings

    Can I just look at the number of stars a fund has in Morningstar?

  • Morningstar's 529 College Savings Plan Center

    Morningstar has launched new data, analysis, and ratings on 529 college-savings plans.

  • Perfect Tax Storm Has Advisers Selling Some Assets

    Combine stock gains, exercised options, bonuses and mutual-fund distributions with higher tax rates and disappearing deductions and some investors face whopping 2013 tax bills. Advisers did what they could to prepare, but some are now selling bonds, which they feel face an uncertain environment, to meet the payments.

  • How to Reduce Your Investment Taxes

    Financial Advisor John Lesser is using long-short funds, municipal bonds, and aggressive tax-loss selling to keep clients' tax exposure in check.

  • Tax Tips For Retirement: Bonds, Social Security, and Credits

    http://turbotax.intuit.com Retiring means a change in your taxes. Find out if you are eligible for the Elderly and Disabled tax credit, and how it’s possible for the IRS to tax your social security this year.

  • Top Six Tax Tips for Retirees

    Morningstar's Christine Benz offers strategies for sequencing withdrawals, managing RMDs, maximizing property tax breaks, and keeping tabs on medical-expense deductions.

  • A Tax Checklist for Same-Sex Couples

    After the Supreme Court struck down part of the Defense of Marriage Act, same-sex couples will want to consider new opportunities for amending income tax returns, streamlining estate plans, maximizing Social Security, and more, says financial planner Michael Kitces.

  • Six Top Picks for Your IRA

    Get a mix of IRA ideas--including sturdy core holdings, interesting opportunistic names, and steady income-payers--from Morningstar's Christine Benz, Josh Peters, and Ben Johnson.

  • 10 Missteps With Tax-Sheltered Accounts

    IRAs, 401(k)s, and Roth accounts are key components of your toolkit, so make sure you get the most out of them.

  • Kick Off the Tax Season with Intuit's Turbo Tax

    Now that the holiday season is over and the Super Bowl marks the end of the Football Season, Americans turn their attention to Tax Season.

Other Advice Videos


  • How to Give Better Advice When People Ask You For Help

    In Chapter 11 of 16 in his 2014 Capture Your Flag interview, product management executive Ramsey Pryor answers "How Have You Learned to Give Better Advice When People Ask You for Help?" With time, Pryor learns to give less prescriptive advice. He learns from his children to give advice is more to be a sounding board and help others make a decision rather than to make a decision for others. Pryor is a product management executive at IBM focused on cloud-based collaboration.

  • Rachel Lehmann-Haupt on Seeking Advice From Working Mom Friends

    In Chapter 17 of 17 in her 2014 Capture Your Flag interview, author and small business owner Rachel Lehmann-Haupt answers "At This Moment in Your Life, Where Are You Seeking Advice and Coaching?" Lehmann-Haupt shares how she gathers working mom friends she respects to help her shape next steps in her life as a working mom. She finds her friends understand her needs as someone trying to be a good mom and strike the right work-life balance in an aspiring career. Rachel Lehmann-Haupt is a writer.

  • Getting Advice for Making Big Decisions in Your 30s

    In Chapter 23 of 23 in his 2014 Capture Your Flag interview, business strategist Bryan Law answers "At This Point in Your Life, Where Are You Seeking Advice and Coaching?" Now in his thirties, Law shares how he gets advice from a network of people to make more informed decisions. From teacher mentors from Georgetown to an inspiring Angolan friend to his parents to his spouse, Law finds willing people to support him as he faces key life decisions.

  • Louise Langheier on Two Ways to Give Better Career Advice

    In Chapter 7 of 21 in her 2014 Capture Your Flag interview, social entrepreneur Louise Langheier answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Langheier shares two ways she has learned to give better advice. The first is honing in on the specific question the person seeking advice is really trying to answer. The second is appreciating the learning experience that comes with being asked to give advice.

  • Rihanna's Creative Director Got Career Advice From a Horse

    Think of the best career advice you ever received. Who gave it to you? Your mom? Your mentor? Ahem, your favorite website? Well, Ciarra Pardo, best known as Rihanna's creative director, got her best advice ever from her horse.

  • Conrad Doucette on Giving Better Advice When Asked for Help

    In Chapter 17 of 17 in his 2013 Capture Your Flag interview, musician and digital strategist Conrad Doucette answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Doucette puts himself in the shoes of the person asking for advice. In his younger years he would have dispensed advice based on his point of view rather than the perspective of the person asking for advice. Conrad Doucette is a Brooklyn musician and the drummer for the band Takka Takka.

  • Most Advisers Aren't Afraid of "Robo" Advice

    Online investment services aren't just for young clients and low-balance accounts; "robo" advice can help any wealth advisory firm grow, says Bernie Clark, the head of Schwab Adviser Services. "Robo" advice is complementary and an opportunity, Mr. Clark says.

  • The Making of Me: Life Advice from Successful and Inspiring Women

    5 remarkable women share their stories in Glamour’s new series, “The Making of Me.” Whether you’re starting over or starting your own business, trying to balance work and motherhood, or searching to uncover your true passion in live, you’ll find inspiration and advice as these women reveal their journey to becoming who they are today.