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First Investors Funds Thought Leadership

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  • Now is the Time for Munis
    Now is the Time for Munis
    Clark Wagner, CIO and Portfolio Manager, First Investors Funds Recorded: May 24 2017 28 mins
    With President Trump's push to slash tax rates on both corporations and high-income individuals, many of your clients may think they don’t need municipal bonds in their investment portfolios anymore. But such thinking belies an understanding of why tax-exempt municipal bonds make sense in any environment.

    Reading past the headlines shows that the tax reforms outlined by the administration so far will likely have little impact on securities issued by state and local governments. The proposal to phase out most deductions might actually boost demand for tax-free munis in states with high taxes. And even if the top rate is cut to 35%, clients can still benefit from reducing their overall tax bill.

    Join Clark Wagner, CIO and Portfolio Manager, in understanding what’s going on in the municipal bond market and why the tax advantages they offer remain valuable, particularly for high-net-worth clients.

    During the webcast, Mr. Wagner, will discuss:

    • Macroeconomic issues and its effects on tax-exempt municipal bonds
    • The state of the municipal bond market
    • How the Tax Exempt Income Fund may benefit portfolios in the current environment
  • Protect your Portfolio Against Volatility
    Protect your Portfolio Against Volatility
    Wiley D. Angell, Chief Investment Officer of the Fiduciary Asset Management Company Division (FAMCO) of Ziegler Capital Recorded: May 17 2017 37 mins
    Market volatility is inevitable. Over the long-term however, you can help weather market swings by investing in funds that may help provide a measure of certainty in an uncertain world.

    Join, Wiley D. Angell, Senior Portfolio Manager, to discuss an opportunity to reduce volatility while providing more stable returns over time with the First Investors Covered Call Strategy Fund.

    During the webcast, Mr. Angell, will discuss:
    •The new post-election market paradigm
    •Why active management matters in a Covered Call Strategy
    •How a Covered Call Strategy may benefit portfolios against the new paradigm

    Presenter: Wiley D. Angell

    As Chief Investment Officer of the Fiduciary Asset Management Company Division (FAMCO) of Ziegler Capital Management, LLC, Mr. Wiley D. Angell is responsible for the management of the FAMCO Group and directs the Group’s macroeconomic research. Mr. Angell served as Chief Executive Officer of FAMCO, prior to the group joining Ziegler Capital Management in 2015. As one of the founding principals of FAMCO, he has managed portfolios and served FAMCO’s clients since the firm’s inception in 1994. He has managed institutional portfolios for over 30 years, specializing in equity, covered call, fixed income and liability-driven investing.

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