Return to Blog

Municipal Bond Funds

Casey Smith, President of Wiser Wealth Management, and I were quoted in a recent article about municipal bond funds.  Here's a quote,

The Marietta, Ga.-based advisor notes that they're still less expensive than ETFs. And Vanguard keeps its managers on a short leash in making moves differing from their respective benchmarks, says Smith, president of Wiser Wealth Management.

"Normally, when I hear the term ‘mutual fund,' I cringe," he said. "We've transitioned to all-ETF portfolios. But we've made an exception in munis, where we find that Vanguard's quasi-active mutual funds are about half the price of the muni bond ETFs on the market right now.

"Vanguard's muni funds hold up well on a performance basis to similar ETFs, says Kyle Waller, a research analyst at Wiser Wealth Management. He compared MUB to the Vanguard Intermediate-Term Tax-Exempt Fund (VWITX).

Read full article on Sell-Off Leads to Muni Mania here.

On today's podcast, the team talks about the differences between active vs passive investing. There are two very passionate sides to this long-time debate in our industry. Which approach is best?

https://conta.cc/3GS1Lc1#activeinvesting #passiveinvesting #typesofinvesting

Our firm is growing rapidly, and we are excited to add new team members! For detailed job descriptions and to apply, visit the careers page on our website. https://conta.cc/3zZO0VO

#hiring #jobopening #internship #hiringnow

We think you should fire you small cap mutual fund manager! Watch this video to learn why.

https://conta.cc/3GvzmrM #mutualfund #smallcap #invest #investing #investments

Money matters are emotional because our livelihoods, families, and dreams can be greatly impacted by our financial decisions. Read today's blog to see if your investment behavior may be costing you.

https://conta.cc/3fnG0o2 #invest #investingbehavior #investment

The US Federal Reserve, concerned about a deep recession has manipulated interest rates to help create certain conditions, but with rising inflation, low rates will disappear. Does this mean stock values will too?

https://conta.cc/3zOQHcK #interest #interestrates #investing

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

Company

Services

Client Access

Firm Information