October 2023 - Monthly Review

"Defining and Executing a SWAN Investment Strategy

Need an “owner’s manual” for the municipal bond market? Especially, when it appears to be a perfect time to learn about them? Something that goes through its history, defines and explains risks, opportunities and why munis are a Sleep Well at Night investment? Well, you are in luck, as the second edition of “The Rebirth of the White SWAN –Defining and executing a Sleep Well At Night Municipal Bond Investment Strategy” is now available on Amazon: self-published with you, our valued MainLine customer, in mind.


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Expert Insight About The Municipal Bond Market
Our team of investment professionals are active in the market daily. Our blog includes posts with valuable insight and commentary about critical municipal finance topics and expert interpretation of how current economic factors may affect the municipal bond market.sit our Web
About The Author
Mike Maciolek, CFA, is a Senior Vice President at MainLine West and a member of the investment team for individually managed client accounts and our family of Tax Advantaged Opportunity Funds. Prior to his current role, he was a portfolio manager for First Data Corporation. Mike directed a set of municipal bond portfolios approaching $12 billion in market value, and $7 billion in interest rate derivatives, applying his expertise to meet the various objectives of the portfolios. He began his 24 year career in New York City as an analyst with management responsibilities for $2 billion in tax-exempt money market funds for Oppenheimer Funds.
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