Schwab’s Jason Diefenthaler breaks down the inner workings of tax-exempt investment strategies. In this episode: The basics of tax-managed fixed income. Tax management tactics for separate accounts.

Allysia Finley’s “The Biden Economy Is ‘Glorious’—if You’re Wealthy” (Life Science, Nov. 4) paints too rosy a picture of return on investment during the Biden administration by ...

President Trump’s “Big, Beautiful Bill” will cut taxes on Social Security income—but not everyone qualifies. Here’s what it ...

After a dizzying first half of the year, we take a step back to assess what has changed for markets, and just as importantly, what hasn’t.

“We focus on more of a non-traditional offensive fixed income strategy for clients in or near retirement, so our investment strategy would not change too much if municipals lost their tax ...

Fixed income sector returns and yields Note : The municipal tax-equivalent yield is calculated using a 40.8% tax bracket, which includes a 37.0% top federal marginal income tax rate and the 3.8% ...

As fixed income investors, we view the integration of ESG factors into the evaluation of sovereign bonds as a critical component of our investment process.