CNBC – Don’t let the tax break drive your search for munis. How to find the right fit for your portfolio

September 14, 2023
Original article by Michelle Fox.

Wesly Pate, Senior Portfolio Manager at Income Research + Management, spoke with Michelle Fox of CNBC. Pate was quoted breaking down how to calculate if taxable bonds are the optimal purchase for an investor based on their asset class in Fox’s piece on finding bonds that fit investors’ portfolios. Wes was also quoted supporting corporate and securitized bonds.

Read full article here. (Paywall)

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