Investment strategies
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Bumpy political road for muni bond investors
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The politics surrounding taxes and the larger economy are revealing new opportunities in some municipal bonds and more reasons to sell others, according to ...

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Dual ETF mutual fund share classes pose challenges
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The expected SEC approval of ETF share classes for mutual funds and vice versa poses more technical and tax-related challenges than simply pressing a button ...

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How to use opportunity zone tax credits in the ‘Heartland’
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A tax credit for investments in low-income areas could spur long-term job creation in overlooked parts of the country — with the right changes to its rules, ...

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