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Many investment professionals who work with socially conscious investors often feel "alone against the world."  Those who specialize in SRI, get up every morning to continue the uphill trek against "conventional wisdom."  First Affirmative Financial Network hosts regional BaseCamps tailored to meet the needs of these brokers, planners, and advisors. For mountain climbers, a base camp is a place to rest and resupply before returning to their journey up the mountain. We offer such a respite once a year in the five markets where we host BaseCamps, complete with timely topics of interest to clients, expert speakers, and updates from mutual fund companies. 12.09

Friday, November 2, 2007
4:40 PM - 5:40 PM

FAFN: Fixed Income: Best Execution and Taxable Municipal Bonds

Speaker(s)
Charles Sandmel CFP, AIF First Affirmative Financial Network
Harris May Strategic Partners, President

Description
This session will help advisers to understand the institutional and economic realities that underlie the bond market . Advisers will learn how to determine the amount of ?spread? taken by the entity that is selling bonds, be able to explain these concepts to clients and understand why and how and investment manager adds value to a bond portfolio. Additionally, advisers will be able to define taxable municipal bonds, Understand how the Tax-Reform Act of 1986 changed the municipal bond market forever, differentiate between a private activity bond and a governmental bond, explain why taxable municipal bonds are considered by some investors as an alternative to high-grade corporate bonds and determine whether taxable municipal bond are an appropriate investment for their clients.