3/23/2026 Phil Blancato Market Update Call

This week, Phil and guest Erik Kazatsky discuss opportunities in the municipal bond market, sharing perspectives based on current conditions for informational purposes only. These views do not guarantee performance or future results. Municipal bonds are subject to risks such as interest rate changes, market volatility, credit and default risk, and may lose value, including principal. Descriptions like “attractive” or “stable” are opinions, not assurances. Any tax-related figures are hypothetical and will vary by individual circumstances. Comparisons to equities are for context only, as the two have different risk and return profiles. This discussion is not a recommendation; listeners should consult their financial, tax, and legal advisors before making investment decisions.