Putting fixed income assets to work in a world of 2% 10Yr Treasuries is challenging. Appleton Partners understands this and feels it speaks to the value of partnering with an investment advisor willing to look a bit more widely for opportunity. For investors in the municipal markets, Nathan Harris, CFA, Co-Director of Municipal Research, sees considerable issuer credit catalyst potential originating from Opportunity Zones, an economic development provision of 2017’s federal tax reform.
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