Increase Tax Efficiency and Diversity Through Munis

Munis are having a moment as investors look for tax efficient tools and become aware of the perks munis can bring to a portfolio. In today’s unusual environment, having precise tools with which to navigate the yield curve is more critical than ever.

Join the experts at Vanguard for an exploration of the muni space and learn all about a suite of strategies that are highly tradeable, low cost, and have a strong track record of tight tracking error.

April 4, 2024
9:30a PT | 12:30p ET
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Topics will include:

  • An overview of municipal bonds and why they matter in today’s environment.
  • An exploration of how munis can be helpful on the tax front, particularly for investors in a high tax bracket.
  • A unique set of strategies focused on munis that can add diversity to your portfolio and thread the needle on yield curves.


Justin Schwartz, CFA

Head of Municipal Index and Money Market & Senior Portfolio Manager
The Vanguard Group

Nate Earle

Senior Active Fixed Income Product Manager
The Vanguard Group

Tom Lydon

Vice Chairman

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Important Disclosures

All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.

Investments in bonds are subject to interest rate, credit, and inflation risk. Although the income from a municipal bond fund is exempt from federal tax, you may owe taxes on any capital gains realized through the fund’s trading or through your own redemption of shares. For some investors, a portion of the fund’s income may be subject to state and local taxes, as well as to the federal Alternative Minimum Tax.

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