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Re: For munis, bond fund or ladder

3easypayments, thank you and all who contributed.

This helps very much. I now feel better prepared to work with the bond broker.
I appreciate the information and advice.

Happy Friday.
by daz
Fri Dec 13, 2013 5:59 pm
 
Forum: Investing - Theory, News & General
Topic: For munis, bond fund or ladder
Replies: 116
Views: 10118

Re: For munis, bond fund or ladder

Is the only advice, ... purchasing smaller lots, and especially look for bonds from smaller issuers with good credit and no derivative debt from rural largely agricultural areas can often get better yields including smaller spreads by going below radar screen of institutional buyers ... ??? Do you h...
by daz
Thu Dec 12, 2013 6:44 pm
 
Forum: Investing - Theory, News & General
Topic: For munis, bond fund or ladder
Replies: 116
Views: 10118

Re: For munis, bond fund or ladder

Thank you for all this information and discussion above. The question I would now appreciate help with is: How to identify muni bonds that have good credit quality, better yields and smaller spreads, by going below the radar screen of institutional buyers as jdb described: ... by purchasing smaller ...
by daz
Thu Dec 12, 2013 5:56 pm
 
Forum: Investing - Theory, News & General
Topic: For munis, bond fund or ladder
Replies: 116
Views: 10118

Re: For munis, bond fund or ladder

dodonnell : You asked, What were the range of markups ? How did you measure the Markup (MSRB ? ) ? My study was not at all rigorous. No one should make a decision based on what I found. I only looked at muni bonds that were of a type (maturity, states, ratings) of interest to me on one day. I compar...
by daz
Thu Dec 12, 2013 4:22 pm
 
Forum: Investing - Theory, News & General
Topic: For munis, bond fund or ladder
Replies: 116
Views: 10118

Re: For munis, bond fund or ladder

bondsr4me: I will meet the Schwab bond person on Monday for the first time. I anticipate that I will trust him after I meet him. He is the regional bond specialist covering my geographic area for a major brokerage, Schwab. His entire job is to be a bond broker. My usual thinking is "trust but v...
by daz
Thu Dec 12, 2013 3:10 pm
 
Forum: Investing - Theory, News & General
Topic: For munis, bond fund or ladder
Replies: 116
Views: 10118

Re: For munis, bond fund or ladder

I am interested in purchasing muni bonds that have good credit quality, better yields and smaller spreads, by going below the radar screen of institutional buyers as jdb described: ... by purchasing smaller lots, and especially if look for bonds from smaller issuers with good credit and no derivativ...
by daz
Thu Dec 12, 2013 8:13 am
 
Forum: Investing - Theory, News & General
Topic: For munis, bond fund or ladder
Replies: 116
Views: 10118

Re: Picking an insurance co for Medigap policies

[OT comment removed by admin LadyGeek]
by daz
Mon Oct 21, 2013 8:32 am
 
Forum: Personal Finance (Not Investing)
Topic: Picking an insurance co for Medigap policies
Replies: 34
Views: 1791

Re: inherited closed end funds - sell or hold ?

Thank you, all, for the advice. Below is the discount as of today, and the average discount for the past 12 months for each CEF. Ticker -- Discount -- Average Discount BOE ----- 11.65% ----- 10.56% ETY ------- 9.12% ----- 12.25% EXG ------- 8.49% ----- 12.21% JGT ------ 13.64% ----- 11.18% How can I...
by daz
Mon Jul 01, 2013 10:07 pm
 
Forum: Investing - Help with Personal Investments
Topic: inherited closed end funds - sell or hold ?
Replies: 17
Views: 1027

inherited closed end funds - sell or hold ?

I'm inheriting four closed end funds that are today worth a total of $27,000, which is a small portion of my investible assets. My question is whether I should sell these four funds or hold them ? Do they have a place in my portfolio for the long-term ? I am 51 years old. The rest of my portfolio is...
by daz
Mon Jul 01, 2013 8:28 am
 
Forum: Investing - Help with Personal Investments
Topic: inherited closed end funds - sell or hold ?
Replies: 17
Views: 1027

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