Posts by Genoa Asset Management

Download - PDF We believe municipal bonds are still and always will be critical to wealthy investors, but we now feel that the period of municipal outperformance is behind us. We believe that interest rates have stopped going down in general and we are vulnerable to long-term interest rates moving

FOR MUNICIPAL BOND INVESTORS, 2020 Municipal securities issued from your state of residence typically provide a level safety and tax-free income that is not found inequities, treasuries, corporate bonds, or even municipal bonds issued from other states. When considering municipalinvestments, investors should first determine if the tax-free income of in-state

Active bond management seeks to provide increased income over cash alternatives, and potential for appreciation.Using a value based total return approach, F/m Genoa Portfolios typically experience capital appreciation if rates trendlower, and transition assets to seek to protect capital and increase yield if rates trend higher. Short Interest Rates Typically

With the possibility of increased taxes on the horizon, the resounding question we receive is, “How should I  invest in a high tax environment?”  Municipal bonds are typically a type of tax advantageous investment offering federally tax-free income, and depending on your state of residency, state and local tax-free income. Municipal