Duration: 3:10
Transcript: Volatility is generating an opportunity.
If you are looking to put money to high grade securities, if you’re looking to protect your wealth, or if you’re looking for tax advantage type stuff, it might be a good time to take a look at munis.
So everybody’s speaking about volatility and it quite honestly, it is a hot topic in today’s markets, both equities and and bonds, all all across the board. Muni bonds, corporates, treasuries, obviously, equities, mag seven, etcetera. Volatility is generating an opportunity.
If you are looking to put money to high grade securities, if you’re looking to, protect your wealth, or if you’re looking for tax advantage type stuff, it might be a good time to take a look at munis because of the fact that what’s ended up happening is is that, you know, treasuries have gone from roughly a 10 year treasury have gone from roughly call it a 4.60%, down to, you know, wherever a 4.10% to a 4.15% yield that is. So therefore, what we’re seeing is, that we’re seeing a quote flight to safety.
Is that gonna continue? That’s not going to be something we’re gonna debate, but could it continue? Yes. Why would you want to buy bonds at this point?
Because of the fact that bonds have become cheap compared to where they were call it two, three weeks ago due to the volatility. And we’re not gonna date this from the standpoint of saying, is it the right time to purchase securities now? The fact of the matter is that if you’re looking to buy securities for a long term perspective to protect your wealth, as I said, and have tax advantages, as I’ve said, then it is a good time to talk to somebody that really knows what they’re doing in the fixed income world. We’ve been doing this for over thirty years.
We have people on our team been doing it over 40 years. We trade high grade securities primarily specializing in munis, and we would be able to help you. Whatever your maturity is, whatever your call risk would be, whatever your state would be, we would definitely be able to help you. Let’s finish on the volatility aspect.
We believe that there’s gonna continue to be volatility. Volatility for sure in the equity markets. Why is because we’re seeing these tariffs come into play from the Trump administration.
We’re seeing the Fed continuing to say that they’re going to be on this prolonged pause. So we’re gonna see this until something breaks. We believe the Fed is gonna eventually say something to the effect of move towards more of a dovish language. You know, we’re as, we’re starting to see the economy, for example, roll over or slow down or as CPI numbers come out, they’re continuing to go weaker or labor numbers come out, you know, unemployment continues to go higher, etcetera, etcetera. So we believe that we’re gonna continue to see that as we move through the rest of 2025. What does this really mean for you? This means an opportunity for you to get into the marketplace, high grade securities and move into something that’s gonna protect you from that volatility.
