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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.

Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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