Recorded on Nov 5 at 4:15PM ET.
David Loesch – DRL Group CEO
Cameron Dawson, CFA – Chief Investment Officer of NewEdge Wealth
After a year of rate volatility and market resets, municipal bonds are back in focus.
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 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