Wealth Management

Tax-Efficient Trading of Municipal Bonds

Financial Analysts Journal Volume 72 · Number 1 ©2016 CFA Institute

Why Buy-and-Hold Is Dead

The Bond Buyer, February 24, 2015

Optimal Tax Management of Municipal Bonds

Journal of Portfolio Management, Winter 2015

The Tax Option in Municipal Bonds

THE JOURNAL OF PORTFOLIO MANAGEMENT, WINTER 2014

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