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.

  • 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.

  • 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.

  • Optimizing a Retirement Portfolio for Income

    Long-term government bonds, emerging-markets debt, and preferred stocks may take more prominence for retirees who wish to live solely off a portfolio's income stream, says Morningstar Investment Management's David Blanchett.

  • 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.

Other Advice Videos


  • Mom Knows Best: Financial Advice from Mothers

    The Money staff shares the best financial advice their mothers ever gave them.

  • Listening to Mother's Financial Advice

    With Mother’s Day right around the corner, it is a good time to remember your mother’s tips for a better financial future. We review six suggestions that still serve as reliable advice.

  • Financial Advice for College Grads

    Here are a few money mistakes graduates should avoid and some advice they may want to follow.

  • Jason Anello on How to Give Better Advice When Asked for Help

    In Chapter 13 of 20 in his 2014 Capture Your Flag interview, creative director and marketing agency co-founder Jason Anello answers "How Have You Learned to Give Better Advice When People Ask You for Help?" Anello shares how giving better advice is to spend more time truly understanding the question you are asked rather than simply sharing what you did when faced with a similar situation. He finds putting himself in the other person's shoes - showing empathy - helps the advice conversation.

  • Andrew Hutson on Finding Sources for Life Advice and Career Coaching

    In Chapter 19 of 23 in his 2014 Capture Your Flag interview, environmental advocate Andrew Hutson answers "At This Moment in Your Life, Where Are You Seeking Advice and Coaching?" Hutson shares three resources he uses for advice and coaching. First and foremost, he relies on his wife for advice giving and attentive listening. Second, he builds mentor relationships in and out of work to provide role modeling and feedback. Third, he works with an executive coach to gain insight on management.

  • Mike Germano on How to Give Better Advice When Asked for Help

    In Chapter 20 of 23 in his 2014 Capture Your Flag interview, VICE Media Chief Digital Officer Mike Germano answers "How Have You Learned to Give Better Advice When People Ask You For Help?" Germano shares how advice requests can often be asks for other things, including asking for money. He also learns to know when not to give advice - including unsolicited advice - and instead help others make their own decisions. Mike Germano is Chief Digital Officer at VICE Media.

  • Bach: Money Advice for Women Entrepreneurs

    David Bach gives some money advice to women entrepreneurs.

  • Cathy Erway on Resisting Temptation When Asked for Advice

    In Chapter 17 of 20 in her 2014 Capture Your Flag interview, author and food writer Cathy Erway answers "How Have You Learned to Give Better Advice When People Ask You for Help?" Erway shares how it is important to resist temptation to give advice on topics where you may have a personal agenda. Instead, she finds it better to be patient and try to filter away personal or selfish bias to focus on the person asking for advice. Cathy Erway is an author, food writer, copywriter and radio show host.