Courtney Anderson has been established for more than 29 years in the municipal bond market and has built his business on a platform of conservatism and preservation of capital. The deep experience and industry expertise he has with municipal investments serve as a foundation for fostering an overall financial strategy to effectively plan and manage your financial affairs.
Over time, municipal bond positions can change. The changes in bond positions include changes to credit ratings, interest rates, pre-refunded status, called status and updated valuations.
Courtney can help assess your fixed income portfolio, regardless of how or where your securities are held. Courtney uses a Fixed Income Portfolio Analysis (FIPA) tool that assist in reviewing and the decision-making process, supporting robust, periodic evaluation of credit quality, exposure, maturity distribution, cash flow, and price sensitivity to changes in interest rates.
Courtney’s extensive knowledge in the fixed income markets help create a personalized bond portfolio that aligns with specific situations and financial goals as part of a proactive and professional approach to fixed income investing. The customized and comprehensive financial guidance he provides is purposely designed to align precisely with your unique vision for the future.
Please find the contact information below for your complementary Fixed Income Portfolio Analysis (FIPA). You may call either one of the numbers below or email Courtney at any time.
Municipal securities typically provide a lower yield than comparably rated taxable investments in consideration of their tax-advantaged status. Investments in municipal securities may not be appropriate for all investors, particularly those who do not stand to benefit from the tax status of the investment. Please consult an income tax professional to assess the impact of holding such securities on your tax liability.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.