Articles & Insights

Municipal Bond Funds and Individual Bonds

This paper first outlines general factors to be considered when investing in municipal bonds. It then reviews the advantages of investing in municipal bond funds over individual bonds. Please click here to read the paper on investing in Municipal Bond Funds vs. Individual Bonds.

A new rule took effect on May 14, 2018 requiring more transparency for muni bond transactions. While this rule should make it easier to see the costs in implementing an individual bond strategy, we don’t believe that it takes away any of the advantages of investing in municipal bond funds discussed in this paper. To read more about the new MSRB rule, please click here.

Disclosure: Broad Reach Wealth Management is an independent registered investment advisor (RIA) and financial planner in Sarasota, FL and is not affiliated with any other firms or organizations. All information in the articles above is intended to be for information purposes only and should not be considered direct investment or financial planning advice. Third party articles above are included because they illustrate certain investment or financial views of Broad Reach Wealth Management well, however Broad Reach Wealth Management may not agree with all views or follow all strategies contained in these articles. For more detail on our specific investment and financial planning strategies please call to speak to a financial advisor.