Tax yield investing forward-looking models project

Forward-looking models project municipal bond demand to hit a 5-year high, benefiting tax yield investing advocates. With muni default rates under 0.1%, their yield-to-tax equivalency remains attractive versus Treasuries. But some investors actually want more direct exposure to energy prices. In that case, Chevron is going to be the winner. Notably, the reliable dividend it pays will make it a better choice for income investors than pure-play energy producers, where oil prices can create massive volatility on the income statement. CDs can be good vehicles for short-term investments because in a high-interest-rate environment, they allow you to lock in a good rate for, say, three years, at which point you may plan to be ready to buy a house. With a CD, you make a one-time deposit when you open the account — you typically can't contribute any more money beyond that initial amount. Private credit allocations are increasingly a feature of advanced tax yield investing strategies. Funds in this niche average 8% distributions, with structures optimized for pass-through tax treatment under current IRS rules.