A Closer Look at Municipal Bonds 

Join us to learn why now may be a good time to include municipal bond strategies in your portfolios.

Discussion topics include:

• Benefits of municipal bonds in client portfolios
• How the bond market navigated 2020
• Areas of opportunities for municipal bond investors

Hosted by:

Kim Kennedy and Malcolm Horn,CFP®

Financial Consultants - Alliant Retirement and Investment Services

Presented by:

Burt Mulford

Portfolio Manager - Eagle Asset Management

Burton Mulford, CFA, is responsible for the management of all Eagle Asset tax-sensitive strategies. He oversees approximately $2 billion in assets under advisement in Eagle’s Municipal Managed Income Solutions and High-Quality Tax-Free strategies as well as the Strategic Income Portfolio – Tax Advantaged strategy, which he co-manages. He joined Eagle in 1999. Before joining Eagle, Mulford was the director of trading and portfolio manager for several bank trust departments. He graduated from Furman University and earned an M.B.A. with highest distinction from the University of Southern California. Burt is a member of Tampa Bay Society of Financial Analysts and has been quoted in The Wall Street Journal, Bloomberg News, Reuters, Financial Times and other financial news publications.

Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).   Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS.  Securities and insurance offered through LPL or its affiliates are:

Alliant Retirement and Investment Services, Eagle Asset Management, and LPL Financial are all separate entities.