Episode 52 - Municipal Bonds: How, When, and Why to Use Them in Your Investment Portfolio — With Jason Stuck of Northern Capital


Manage episode 244771063 series 2375064
By Larry Heller. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

The Fed Reserve recently lowered interest rates, making now a good time to gain a better understanding of municipal bonds and how interest rates affect these types of investments.

Today, Jason Stuck is here to expound on this often-misunderstood type of bond. As the managing director and head of portfolio management at Northern Capital, Jason brings a high level of expertise to this episode as he and Larry answer the top questions about municipal bonds and explain what the yield curve means for investors.

In this episode, you’ll learn:

  • Bond basics, like the difference between the coupon rate and the yield to maturity
  • What a call feature is and why it’s important to know if your bond has one
  • What premium bonds are
  • What the yield curve inversion is and why it matters to investors
  • How a bond ladder compares to other strategies in portfolio construction
  • And more!

Tune in now to get an education on municipal bonds in under 30 minutes!

Resources: Heller Wealth Management

57 episodes