Advisors Rethink Cash Ahead of Rate Cuts
[…] Maggie Kulyk, CEO at Chicory Wealth, works with socially conscious investors, and is looking beyond US Treasurys for bond exposure. “We cater to an extremely politically progressive crowd. They’ve been looking for alternatives to Treasurys, not just because of interest rates, but because of their, for lack of a better term, mistrust of this government,” they said.
One of those alternatives is community development financial institutions, where they recently bought two-year notes yielding 4.5%, which they said “could look really good by the time we get to the end of 2027.” They are also buying high-quality municipal bonds for clients in the highest tax brackets, where tax-free yields are above 7%. One fund they are using is MFS Municipal Income Fund (MFIAX).
September 14, 2025 / by buffalobuilt
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