Skip to content

Webinar Replay & Slides: Can CEFs Help Build a 6%+ Tax-Free Yielding Portfolio?*

September 10, 2014

TaxesToday’s live webinar on how a portfolio using closed-end funds to gain municipal bond exposure has been archived with the slides and replay below: 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

Full Link: http://www.cefadvisors.com/Download/CEFA-MuniMarketOverview-2014-09-09.pdf

To download and view the webinar replay click [Here]
Full Link: http://www.cefadvisors.com/Download/CEFA-MuniMarketOverview-2014-09-09.wmv

Article Referenced during session on CEFs in a rising rates environemnt: https://cefadvisors.wordpress.com/2014/08/18/closed-end-funds-rising-rates-and-the-impact-on-performance-and-yield/

CEFA’s Universe Data Definitions: 
https://cefadvisors.com/Download/CEFUDataDefinitions.pdf

CEFA launched a Municipal Bond Portfolio Model earlier this year 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. sales@cefadvisors.com 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. 

Comments are closed.

%d bloggers like this: