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PATRICIA HEALY: Here s an update on separately managed accounts

As an investor acquires more assets and develops more highly tailored goals and objectives, a separately managed account may be appropriate.

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PATRICIA HEALY: Municipal credit expected to remain strong in 2022

The decline in the stock market produced concern that pension funding may decline, and the rise in inflation may reduce benefits.

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PATRICIA HEALY: The rise of separately managed accounts: A 2021 update

SMAs differ from pooled vehicles like mutual funds in that each portfolio is unique to a single account.

Cumberland john mousseauPatriciam healyCiti researchFederal reserveTax cutJobs actCumberland advisorsJohn mousseau

Munis hold steady; Is inflation a problem?

Municipal bonds continue to ignore UST and ICI reports $2.67 billion of inflows. While CPI should stay soft through the first quarter, expectations for future inflation should be considered.

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