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Municipal Bonds for High Income Clients: Safe Money or Toxic Waste? (MBND)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Accounting
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

High income clients naturally have an appetite for tax-free bonds as a parking place for their “Safe” money. However, investing in municipal bonds has become much more complex since the credit markets melted down in 2008, and new risks may have significant implications for your clients. This webinar will review areas where capital market changes have exposed new risks and opportunities your best clients face.

Major Topics:

  • How your best clients are at risk
    • High income clients are most likely to be exposed
    • How most clients invest – “It’s not rocket science” (?)
  • How the credit markets have changed since 2008
    • The implications of low interest rates
    • Violent Capital flows are now commonplace
    • The disappearance of Bond Insurance
    • Risk of credit downgrade has grown significantly
    • The punishment for credit downgrade has grown significantly
    • Changes in market trading dynamics
  • The “Asymmetry” in risk/reward your clients may be unknowingly exposed to
    • Callable bonds in a rising interest rate environment
  • Strategies for Success
    • “Rolling Down the Yield Curve” as a strategy
    • The use of lower rated bonds in a rising interest rate environment
  • Behavioral Finance Realities
    • The impact of perceived portfolio losses on client psyche

Learning Objectives

  • Gain knowledge of new investment challenges that impact your best high income clients, in the area where they thought their wealth was safest

Who should take this course:

Designed for:

Any practitioner who wishes to alert clients to strategies for dealing with significant risks to their wealth

Prerequisite:

None

Advanced Preparation:

None

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