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REPLAY – Updated Municipal Bond Webinar: Can CEFs Help Build a 6.25%+ Tax-Free Yielding Portfolio?*

by on May 15, 2014


Today’s live webinar on how a portfolio using closed-end funds to gain municipal bond exposure has been archived with the slides and replay below: 

Please click here for the Presentation Slides in PDF format: [Here]

To download and view the webinar replay click [Here]

CEFA launched a Municipal Bond Portfolio Model this quarter and offers three options for tax-free investors looking for professional management:. 1. National Muni Focus 2. New York Muni Focus and 3. California Muni Focus. This session focused on the National model. If you live in California or New York please call or email us to learn more. or toll-free (800) 356-3508 / (804) 288-2482.

CEFA also offers a Monthly CEF “Best Ideas List”, Weekly “CEF Universe” data service and a “Daily CEF News Alert” service for investors or investment professionals that want to access the firm’s resources without hiring us as an investment manager. We have free trials for the news and data services and offer prorated refunds on any services offered by the firm. 

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