Municipal Bond Forum
‘Old soldier’ successfully manages his own money
Q
I’m a 65-year-old retiree who has been in the tax-free bond market for the past two years and wish I had done it long ago. Peter Jacobs, my bond specialist at FMS, has always gone above and beyond to make sure that I understand what I’m buying and has helped me tremendously. I manage my own money and buy what I’m comfortable with. Hat’s off to FMS and thanks again for making a believer out of an “Old Soldier.”
A
James A. Klotz responds:
Thank you for your comments.
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