An Absolute Must Have in Your Portfolio | Dave Plecha, Erik Averill, Brandon Averill, Justin Dyer | | AWM Insights #33

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Episode Summary

The importance of folding Municipal Bonds into your portfolio has been a common discussion on AWM Insights. This week Dave Plecha, the Global Head of Fixed Income at Dimensional Fund Advisors, joins the show to provide expert analysis on Municipal Bonds to further the discussion. There’s a tremendous opportunity based on the cash flow available and tax free nature of Municipal Bonds.

Next Steps

Don't let the tax tail wag the investment dog

Are you seeking a tax-free income? Do you live in a state with a high income tax? Are you looking for a customized portfolio for your individual needs? 

In this week's episode, we mention an upcoming free webinar that we'll be hosting on November 12 at 11:00am PST/1:00pm CST.

Attend this webinar to learn from the co-founders of AWM Capital on how to maximize your after-tax returns through strategies such as Selective State Municipal Bonds and tax efficient investing.

We have a limited number of spots available for this webinar, so register today at the link below!

Episode Highlights

1:27 - 3:20

Where do Municipal Bonds fit for Dave Plecha in a broadly diversified portfolio? 

Stocks are the area to grow your portfolio, however the second component of a portfolio should be in minimizing risk. Municipal Bonds satisfy both in terms of growth, but also minimizes risk and is extremely helpful in terms of taxes. 

3:25 - 6:10

Why are not all Municipal Bonds created equal? 
There are two types of Municipal Bonds: Term and Credit

 6:20 

What are the differences between Municipal Bonds between states and what are the taxable implications on income made from Municipal Bonds.

Key Takeaway

There’s a tremendous opportunity based on the cash flow available off of Municipal Bonds.

Stay Connected

AWM Capital: IG | LinkedIn | Facebook | AWMCap.com

Erik Averill: LinkedIn

Brandon Averill: LinkedIn

Justin Dyer: LinkedIn