Overview: |
| Title: Municipals and Beyond: Expanding the Playbook for Tax-Aware Investors |
| Date: Wednesday, October 29, 2025 |
| Time: 2:00 PM Eastern Daylight Time |
| Duration: 1 hour |
Register Now: |
| Already Registered? |
Summary: |
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Join this session to help enhance your strategy and elevate your conversations with clients about building tax-optimized portfolios.
Accepted for 1 CFP / IWI / CFA CE Credit |
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Speakers: |
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Wesly is a Senior Portfolio Manager at Income Research + Management (IR+M). Prior to joining IR+M, Wesly was an Equity Analyst with Eastern Investment Advisors. Wesly has a BBA in Finance from Georgia State University, an MBA in Finance from the Boston University School of Management, and an MS in Accounting from the University of Massachusetts Amherst Isenberg School of Management. |
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Ben is a Portfolio Manager at BondBloxx, with an emphasis on capital markets and product innovation. Prior to joining BondBloxx, Ben was Global Head of Product for Bloomberg’s BSKT product, the first-ever consolidated solution for the ETF primary market. In previous roles at State Street Global Advisors (SSGA) and Brown Brothers Harriman, he worked as a Portfolio Manager and Fund Accountant for fixed income ETFs. |
Carefully consider each Fund’s investment objectives, risks, charges, and expenses before investing. This and other information can be found in each Fund’s prospectus or, if available, the summary prospectus, which may be obtained by visiting bondbloxxetf.com. Read the prospectus carefully before investing.
There are risks associated with investing, including possible loss of principal. Fixed income investments are subject to interest rate risk; their value will normally decline as interest rates rise. Fixed income investments are also subject to credit risk, the risk that the issuer of a bond will fail to pay interest and principal in a timely manner, or that negative perceptions of the issuer’s ability to make such payments will cause the price of that bond to decline. Investing in mortgage- and asset-backed securities involves interest rate, credit, valuation, extension and liquidity risks and the risk that payments on the underlying assets are delayed, prepaid, subordinated or defaulted on.
Tax aware risk is the possibility that the use of investment practices that seek to minimize tax consequences will lead to investment decisions that do not maximize the returns on an after-tax basis. Economic developments or unforeseeable investor redemptions may also reduce returns without any corresponding increase in tax efficiency.
Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.
BondBloxx Investment Management Corporation (“BondBloxx”) is a registered investment adviser. Income Research + Management (“IR+M”) is a U.S.-based investment manager registered with the U.S. Securities and Exchange Commission (“SEC”). The content of this communication is intended for informational purposes only and is not intended to be investment legal, tax, accounting, regulatory, or other advice.
Distributor: Foreside Fund Services, LLC.