Municipal Bond Investing
Class - Spring Only | Available (Membership Required)
Learn about municipal bond investing and how to earn tax-exempt income. Topics include bond basics, the four primary determinants of returns, comparing a value approach to ladder and barbell methods, volatility considerations, federal and Utah state exemption, bond mutual funds, and closed-end muni funds.
This is a 3-week class on 2/10, 2/17 and 2/24.
Rick Baird
Rick is a Chartered Financial Analyst (CFA) and earned a BS in Finance from Brigham Young University. His career experience includes serving as Chief Investment Officer for Zion's Bank Trust Division, Wind River Advisers, and Harborview Asset Management, as well as Vice President, Seafirst Bank, Seattle WA.