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Educational Webinars

Get latest insights on navigating markets and events to help guide your tax-free bond investments

Upcoming

On-Demand

Upcoming Webinar

Feb 27, 2025, 3:30pm EST. 45 minutes

David Loesch – Principal, The DRL Group

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The FED has moved rates down 100bps but yields on MUNIs are up 100bps. How does this impact your portfolio? Should you adjust your investment posture? Join us for a unique perspective and outlook on the Muni market to help you set expectations for your portfolio in 2025.

Big Picture: MUNI Market Perspective
  • Why are MUNI bond yields are up, yet the FED has lowered rates 100bps?
  • The outlook for the next few months
  • Should you buy bonds now?
  • Should you buy lower credit quality paper to enhance yield?
  • 3 reasons to work with a partner like DRL
Special Focus: The Impact of California Wildfires on MUNIs

In January, wildfires burned more than 16,000 homes and businesses and destroyed Los Angeles’ Pacific Palisades and Altadena neighborhoods. We’ll discuss:

  • What are the potential impacts on municipal bond insurers?
  • Might bond payments be affected as municipalities adjust assessed property values?

On-Demand Webinars

6 Big Questions about bonds

"The 6 Big Questions on Bonds"

Presented by David Loesch, CEO
September, 2023

 

Why Buy Fixed Income Securities in a Rising Rate Environment

"Why Buy Fixed Income Securities in a Rising Rate Environment"

Presented by David Loesch, CEO
April, 2023

Fixed Income Investing In An Inflationary Period

Fixed Income Investing In An Inflationary Period

Presented by David Loesch, CEO
October, 2022

Talk to a member of our team about your portfolio goals
Call us at (281) 398-8600 to schedule a free consultation.