WEBCASTS
Rates, the election, and your tax-aware portfolio
With all eyes on the Federal Reserve and White House, many investors are reassessing their portfolios.
Join BondBloxx and Income Research + Management for an educational webcast on how tax-aware strategies can be a dynamic asset allocation tool.
SUMMARY
- Current municipal and taxable bond market dynamics
- Potential impact of the US Election and Federal Reserve monetary policy changes
- Investing with a tax-aware lens
- Tax-aware ETFs as a strategic asset allocation
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, and the American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Wesly Pate, CFA
Senior Portfolio ManagerIncome Research + Management
Benjamin Morris
Portfolio ManagerBondBloxx
Kirsten Chang
Senior Industry AnalystVettaFi
Disclaimer
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Important Disclosures
For Financial Professionals Only
Carefully consider each Fund’s investment objectives, risks, charges, and expenses before investing. This and other information can be found in each Fund’s prospectus or, if available, the summary prospectus, which may be obtained by visiting bondbloxxetf.com. Read the prospectus carefully before investing.
There are risks associated with investing, including possible loss of principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. Investing in mortgage- and asset-backed securities involves interest rate, credit, valuation, extension and liquidity risks and the risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on.
Tax aware risk is the possibility that the use of investment practices that seek to minimize tax consequences will lead to investment decisions that do not maximize the returns on an after-tax basis. Economic developments or unforeseeable investor redemptions may also reduce returns without any corresponding increase in tax efficiency.
Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.
BondBloxx Investment Management Corporation (“BondBloxx”) is a registered investment adviser. Income Research + Management (“IR+M”) is a U.S.-based investment manager registered with the U.S. Securities and Exchange Commission (“SEC”). The content of this communication is intended for informational purposes only and is not intended to be investment legal, tax, accounting, regulatory, or other advice.
Distributor: Foreside Fund Services, LLC.