The Joseph Group

Portfolios at Your Place – February 11

February 11, 2021
4:00-5:00pm

Avoiding Taxes Can Be a Bonding Experience

 

Interest paid on municipal bonds is often tax free, making them an attractive investment option for investors in high income tax brackets. Talk of potential tax changes under a new administration has put a spotlight on municipal bonds, or “munis” as they are commonly known. If tax brackets move up, will municipal bonds become more attractive? How do munis compare to other bond investments in a low interest rate environment? Should we worry about the solvency of state and local governments who issue these bonds?

We will seek to answer these questions and more as Travis Upton facilitates a fun, non-taxing discussion with Nick Foley, Senior Portfolio Manager with Segall Bryant, and Hamill and Portfolio Manager for the Segall Bryant and Hamill Municipal Opportunities Fund.

 

Nicholas J. Foley
Principal, Senior Portfolio Manager

Nick Foley is a Principal and Senior Portfolio Manager for Segall Bryant & Hamill’s Fixed Income group. He is also responsible for municipal credit research and trading. Mr. Foley joined the firm in May 2018 as part of SBH’s acquisition of Denver Investments. During his five-year tenure with Denver Investments, he served as a portfolio manager and municipal credit analyst and trader on the fixed income team. Prior to joining Denver Investments, Mr. Foley was an associate portfolio manager and lead fixed income trader at the Bank of the West/BNP Paribas Group and a financial analyst with Janus Capital Group. Prior to that, he was a senior analyst at Washington Mutual Bank. Mr. Foley earned his B.A. from Gonzaga University and has been in the investment industry since 2007.

 

Location

Zoom,
Columbus, OH 43215