Top Stories
Mortgage revenue bonds offer tax-sensitive investors elevated muni yields, strong credit backing, and federal tax exemption – but call risk and liquidity constraints demand careful analysis.
Preferred capital securities are drawing renewed interest from income-focused allocators as yields top 6% from investment-grade issuers. Here is what the category involves and why the complexity is real.
AMT rule changes are sending high-tax allocators back to tender option bond residuals. Here is how the structure works and who it actually suits.
Equipment leasing funds offer middle-market investors contractually fixed income backed by hard collateral. Here’s how they work and what to watch for.
Traditional pensions are making an unexpected return as employers seek competitive advantages and workers demand retirement security beyond volatile 401(k) plans.
Wealthy investors are shifting billions from corporate bonds to Series I Savings Bonds, seeking inflation protection and zero default risk despite purchase limits.
Credit card companies are dramatically tightening lending standards as delinquency rates rise and regulatory pressure increases, marking the end of post-pandemic easy credit era.
Financial advisors are recommending precious metals IRAs again as inflation concerns and market volatility drive demand for alternative retirement investments.
Gen Z increasingly chooses buy now pay later services over credit cards, driven by transparency, financial control, and distrust of traditional credit systems.
Institutional investors are rapidly shifting from traditional bonds to private credit funds, seeking higher yields of 8-12% and inflation protection that public debt can’t provide.
Wealthy investors are discovering community development banks offer competitive 6-8% returns plus tax benefits while creating measurable social impact in underserved markets.
Treasury bills now outpace high-yield savings accounts, offering better returns with tax advantages and government backing.
