In this volatile market, tax advantaged securities, such as municipal
bonds, are becoming the focus of many investors.

 
 

Municipal bonds earn interest income that is exempt from federal tax-- and often from state and local taxes-- and as the financial markets gyrate on talks of a recession, interest rate cuts, and the troubles of bond insurers, they have become much cheaper to buy. And now, the yields you get on munis are more like the yields on taxable investments, but with the tax break!

With Federal tax rates most likely going higher, regardless of who becomes President, municipal bonds will become even more appealing and more valuable.

But which tax advantaged investments are best for you? To help guide you, Forbes.com has partnered withMarilyn Cohen, one of the nation’s top experts on the fixed income market, to launch a new monthly investment newsletter, Forbes Tax Advantaged Investor. Each issue contains actionable advice and tax-advantaged strategies for buying and selling income securities– from corporates to municipals and preferreds with specific advice on what to buy and which income securities to avoid or sell.

When you subscribe to Forbes Tax Advantaged Investor you will also receive a FREE Special Report, Peril in the Muni Bond Market, which analyzes why the muni market has been out of favor and why it’s coming back. Marilyn focuses on the best muni’s to buy, analyzing their underlying credit quality; whether their rating recently changed; the size of the issue (which indicates liquidity); and the last price and yield at which the bond traded.

Forbes is very excited to have partnered with Marilyn Cohen to bring you Forbes Tax Advantaged Investor. For over a decade, Marilyn has enjoyed a national platform as Forbes magazine’s Capital Markets columnist. During her distinguished 30-year career she has worked in securities analysis, bond brokerage and money management for such firms as William O’Neal & Company and for 10 years at Cantor Fitzgerald, the nation’s largest bond broker.  She founded Los Angeles-based Envision Capital Management, Inc. in 1995 and is a frequent guest expert on CNBC and CBS Radio.

With your subscription, you'll receive:

Monthly issues of Forbes Tax Advantaged Investor

Marilyn’s market commentary

Trading tips for individual investors

Monthly picks:  Marilyn’s best buys in munis, tax-advantaged securities and fixed income for tax deferred accounts

  Marilyn’s Best Bargains in Fixed Income Securities

 3 Model portfolios that fit your investing style from conservative to aggressive and tax-advantaged

 and your FREE Special Report

  Meet our Forbes Guru: Marilyn Cohen

Marilyn Cohen is founder and president of Los Angeles-based Envision Capital Management, Inc., managers of bond portfolios for private investors.  She is one of the nation's leading experts on the bond market, interest rates and the use of fixed income instruments as a wealth generating engine.  Marilyn has been writing her column on bond investing in Forbes magazine for 12 years.  She guides individuals through the workings of the bond market.  

Besides bonds, Marilyn’s passions include raising and training service dogs for the disabled and baking anything that contains chocolate.
 

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If you are not 100% satisfied, cancel at anytime during your 30-day trial period and you will not be billed. Your credit card will NOT be charged during your 30-day trial period.

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