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Axis Capital Management
Blog
Services
Financial Planning
Cashflow Management
Portfolio Management
Retirement Plans
About
Media
Set A Meeting
Social
LinkedIn
Facebook
Instagram
Guest Posts
get started
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Personal Finance, Passive Income, Fixed Income Investments Chris Randall 8/31/24 Personal Finance, Passive Income, Fixed Income Investments Chris Randall 8/31/24

The Case For Muni Bonds

How about a 6.40% yield* for a AA rated school district? Sounds interesting, right? If you are a small business owner in California, looking for passive income, and tired of being gouged by taxes, consider California Municipal Bonds

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Personal Finance, Investing, Passive Income, Financial Planning Chris Randall 3/23/24 Personal Finance, Investing, Passive Income, Financial Planning Chris Randall 3/23/24

The Fixed Income Fallacy

"My advisor picks the best bond funds. These portfolio managers can add alpha because bonds are less liquid than equities." 🤔 🤔

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Personal Finance, Investing, Passive Income, Financial Planning Chris Randall 3/16/24 Personal Finance, Investing, Passive Income, Financial Planning Chris Randall 3/16/24

Passive Income Vol. 2: Municipal Bonds

Tax-free income and protection of capital?!?!… Its not an IUL, its municipal bonds!!

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Axis Capital Management, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Axis Capital Management, LLC an Investment Advisor in the State of CA. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of CA or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.