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How Dopkins Wealth's fixed income offering is different

Posted by The Dopkins Wealth Team

Jan 26, 2016 8:00:00 PM

Dopkins Wealth Management is a member of the BAM Alliance, a community of more than 140 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams.  Our clients benefit in many ways through this alliance, including many fixed income advantages. The following outlines some of these benefits to fixed income investors.  

Dopkins, through the BAM Alliance, works with BAM’s Fixed Income department, a team of dedicated fixed income advisors who help provide customized investment solutions for Dopkins’ clients. BAM’s Fixed Income Desk evaluates new assets and portfolios, constructs bond ladders and monitors bond positions for credit quality changes. The desk manages more than $8 billion in bonds and bond funds and trades $2 billion in market value a year. We want to share some key differentiators between Dopkins and BAM’s Fixed Income offering compared with the traditional broker-dealer model.

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Topics: fixed income, bonds, municipal bonds, registered investment advisor, ria, investment advisors act



Hidden costs in municipal bonds

Posted by The Dopkins Wealth Team

Jan 29, 2015 7:30:00 AM

Q: Are you aware of the hidden costs in municipal bonds?

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Topics: variable interest entity, municipal bonds, muni bonds, general obligation bond, revenue bond, registered investment advisor, markups on bonds



What are municipal bonds?

Posted by The Dopkins Wealth Team

Dec 23, 2014 1:23:00 PM

Municipal bonds are debt instruments issued by municipalities in any of the 50 states by the following entities: 1) territories, subdivisions, counties, cities, towns and villages of the state, 2) school districts, 3) agencies such as authorities and special districts created by a state and 4) certain federally sponsored agencies, such as local housing authorities. Historically, the interest paid on these bonds has been exempt from federal income taxes and is generally exempt from state and local taxes in the state of issuance.

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Topics: municipal bonds, muni bonds, general obligation bond, revenue bond



Callable Bonds: What are they and what are their risks and returns?

Posted by The Dopkins Wealth Team

Oct 30, 2014 12:37:09 PM

Q: What are callable bonds? And what are the risk and return of callable bonds?

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Topics: fixed income, bonds, municipal bonds, muni bonds, investing in bonds, investment strategy



Muni Portfolio: Capture higher returns by lowering its credit quality?

Posted by The Dopkins Wealth Team

Sep 18, 2014 3:04:40 PM

Q: Can you capture higher returns on a municipal portfolio by lowering its credit quality?

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Topics: fixed income, municipal bonds, muni bonds, investing in bonds, investment strategy



Fixed Income Q&A: How to effectively harvest tax losses in bonds?

Posted by The Dopkins Wealth Team

Aug 19, 2014 1:53:36 PM

Q: How can you effectively harvest tax losses in bonds? 

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Topics: fixed income, municipal bonds, muni bonds, tax swap, investing in bonds, dwm, dopkins wealth management



Fixed Income Q&A: Risk in Muni Bonds

Posted by The Dopkins Wealth Team

Jul 8, 2014 2:47:49 PM

Municipal (or muni) bonds can be attractive to investors because the interest income is exempt from federal income tax, and in many cases, state and local taxes as well. Additionally, they often represent investments in state and local government projects that have an impact on our daily lives, including schools, highways, hospitals, housing, sewer systems and other important public projects.But what are the risks?

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Topics: fixed income, municipal bonds, muni bonds





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