Educational Webinars
Get latest insights on navigating markets and events to help guide your tax-free bond investments
Latest Webinar
Why This Could Be an Ideal Time to Add to Your MUNI Portfolio
Recorded on Nov 5 at 4:15PM ET. 45 minutes
David Loesch – DRL Group CEO
Cameron Dawson, CFA – NewEdge Wealth CIO
Join David Loesch of The DRL Group and Cameron Dawson, CFA, Chief Investment Officer of NewEdge Wealth, for an in-depth discussion on what the current environment means for tax-free fixed income investors.
Together, they’ll explore how falling interest rates could shape MUNI performance, how to evaluate credit and yield opportunities, and why the coming months may represent one of the most favorable entry points in years.
Whether you’re an experienced MUNI investor or exploring the space for the first time, this timely conversation will help you navigate with confidence.
What We’ll Cover
- How lower interest rates impact your Municipal Bond portfolio
- Evaluating credit quality and structure in today’s market
- How technology is reshaping bond market access and transparency
- Key trends shaping MUNI demand for 2025
- Why the 4th Quarter could be an ideal time to add to your portfolio
Other Webinars
Stocks Are Up. Treasuries Are Steady. Why Are Muni Bond Prices Down?
Presented by David Loesch, DRL Group CEO, and Michael Reinking, NYSE Senior Market Strategist and Head of MAC Desk • August 26 at 4:15PM ET. • 90 minutes
Many bond investors are puzzled: The stock market is booming, U.S. Treasuries are stable. So, why have Muni bond prices declined?
The answer reflects a number of factors combining to create downward pressure on bond prices. These same factors may also present compelling long-term buy opportunities with yields exceeding 5%.
Join DRL Group CEO David Loesch and special guest Michael Reinking, Senior Market Strategist and Head of MAC Desk, NYSE, as they break down what’s happening now and discuss how Muni bond investors can position their portfolios.
- What’s driving a surge in supply
- The impact of inflation concerns
- Sector-specific headwinds
- Current opportunities you may wish to know about
Make Sense of Your Muni Bond Portfolio in 2025
Presented by David Loesch, CEO • Recorded on Feb 27, 2025 at 3:30pm EST • 45 Minutes
The FED has moved rates down 100bps but yields on MUNIs are up 100bps. How does this impact your portfolio? Should you adjust your investment posture? Join us for a unique perspective and outlook on the Muni market to help you set expectations for your portfolio in 2025.
Big Picture: MUNI Market Perspective
- Why are MUNI bond yields are up, yet the FED has lowered rates 100bps?
- The outlook for the next few months
- Should you buy bonds now?
- Should you buy lower credit quality paper to enhance yield?
- 3 reasons to work with a partner like DRL
Special Focus: The Impact of California Wildfires on MUNIs
In January, wildfires burned more than 16,000 homes and businesses and destroyed Los Angeles’ Pacific Palisades and Altadena neighborhoods. We’ll discuss:
- What are the potential impacts on municipal bond insurers?
- Might bond payments be affected as municipalities adjust assessed property values?
More On-Demand Webinars
"The 6 Big Questions on Bonds"
Presented by David Loesch, CEO
September, 2023
"Why Buy Fixed Income Securities in a Rising Rate Environment"
Presented by David Loesch, CEO
April, 2023
Fixed Income Investing In An Inflationary Period
Presented by David Loesch, CEO
October, 2022
Talk to a member of our team about your portfolio goals
Call us at (281) 398-8600 to schedule a free consultation.