Insights

Callable Bonds

Callable Bonds Demystified: Keep Your Income Working for You

What to know about calls, protecting income and positioning for dynamic markets? Bonds can feel like the steady heartbeat of your portfolio. Interest is paid like clockwork and principal is

Alamo Capital Evaluating Municipal Bonds

Evaluating Municipal Bonds: Beyond Credit Ratings

Balancing risk, yield, and opportunity in a changing market Managing risk and pursuing returns are both essential for fixed-income investors. Understanding the financial position of an issuer, the stability of

General Obligation vs. Revenue Bonds

General Obligation vs. Revenue Bonds: Understanding the Foundations of Municipal Bond Investing

How Funding Source, Credit Risk, and Purpose Shape Long-Term Income Planning Tax-smart, credit-conscious, and built for long-term use, municipal bonds remain a key lever in fixed-income strategy. For investors focused

A Mid-Year Financial Check-In: Are You Overlooking Tax-Free Income?

Exploring the Role of Municipal Bonds in Your Strategy Financial strategies are often shaped amid deadlines and in response to market swings. The quieter midsummer pause can create space for

The Bond Strategy Most Investors Miss

Understanding when tax-free income helps and when a higher-yielding taxable municipals may be the smarter fit When generating a steady income in retirement is important, municipal bonds are a familiar

What Are Municipal Bonds and Why Do Investors Love Them?

Ongoing economic uncertainty, marked by inflation concerns, shifting policies and geopolitical pressures, has led investors to reconsider their portfolio allocations. Many are turning to municipal bonds due to their potential

Duration- An Easy Way to Measure Risk in your Bond Portfolio

The concept of duration originated in 1938.The impact of interest rate risk can be lessened using the concept of duration. If you know the duration of a bond, you can

What are “Bond Laddered” Investment Portfolios?

The “Bond Ladder” is an investment strategy that attempts to minimize risk and optimize cash flow. These portfolios do not offset the “Interest Rate Risk” because the value of the