In a new episode of the Conversations with Commerce Trust podcast, Chief Investment Officer and host David Hagee is joined by Brian Musielak, Director of Fixed Income Portfolio Management, to discuss U.S. municipal bonds (munis), the tax benefits munis may offer high-net-worth investors, and unique features of investing in the municipal bond market.
Municipal bonds and their generally federal tax-exempt status
Record issuance of U.S. municipal bonds in 2024 and 2025
Recent performance of municipal bonds compared to U.S. Treasuries and taxable corporate bonds
This summary is intended to provide general information only and may be of value to the reader and audience.
Past performance is no guarantee of future results. This material is not a recommendation of any particular investment strategy, is not based on any particular financial situation or need and is not intended to replace the advice of a qualified tax advisor or investment professional. While Commerce may provide information or express opinions from time to time, such information or opinions are subject to change, are not offered as professional tax, insurance, or legal advice, and may not be relied on as such.
Diversification does not guarantee a profit or protect against all risk.
Commerce Trust is a division of Commerce Bank.
Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE
David Hagee Executive Vice President, Chief Investment Officer
