Ep105: CreditSights

Patrick Luby is the Municipal Strategist at CreditSights. With over 30 years in the industry, Pat has extensive experience in the trading, research, sales, distribution and management of municipal bonds and municipal bond products, including separately managed accounts (SMAs), mutual funds and ETFs. He is a member of the National Federation of Municipal Analysts, the Municipal Analysts Group of New York, the Fixed Income Analysts Society and the Investments & Wealth Institute (formerly IMCA) and serves the industry as a member of the Technical Advisory Committee for the Municipal Bonds for America Coalition. Pat received his BA from the University of Florida. Listen to this insightful RIA episode with Patrick Luby about the authority on credit markets, CreditSights. Here is what to expect on this week’s show: - How the market can change without from an investor’s perspective without being aware of it. - Why it’s more difficult for investors or advisors to change positions in the Municipal Market. - How CreditSights is a subscriber paid business that gives opinions about the market. - Why you shouldn’t automatically turn down a bond with a smaller safety margin. - How ultra-safe but expensive investments might not belong in your portfolio. Connect with Patrick: Links Mentioned: creditsights.com