Wealth: Munis, The Fed, and a Bottle of Wine – Dow Jones Wealth Advisor
Some advisors say munis make sense for your portfolio. Featuring LLBH d/b/a Coastal Bridge Advisors Partner, Jim Pratt-Heaney. Veronica Dagher reports.
IMPORTANT NOTICE: Coastal Bridge Advisors, LLC is relying on Investment Advisers Act Release No. 5469 (March 25, 2020). Pursuant to this order, the firm will file its annual updating amendment to Form ADV and deliver its brochures (or summary of material changes) and brochure supplements as soon as practicable, but not later than 45 days after the original due date for filing or delivery, as applicable.
Some advisors say munis make sense for your portfolio. Featuring LLBH d/b/a Coastal Bridge Advisors Partner, Jim Pratt-Heaney. Veronica Dagher reports.
