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WM Financial Strategies, Independent Financial Advisor

Independent Municipal Advisor specializing in bonds and local government financing. Site includes articles and bond market resources for appointed and elected government officials and a description of WM Financial Strategies' qualifications and services.

http://www.munibondadvisor.com/

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WM Financial Strategies, Independent Financial Advisor | munibondadvisor.com Reviews
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Independent Municipal Advisor specializing in bonds and local government financing. Site includes articles and bond market resources for appointed and elected government officials and a description of WM Financial Strategies' qualifications and services.
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2 bond
3 advisor
4 financial advisor
5 independent
6 financial consultant
7 Missouri municipal advisor
8 adviser
9 Missouri
10 Illinois
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WM Financial Strategies, Independent Financial Advisor | munibondadvisor.com Reviews

https://munibondadvisor.com

Independent Municipal Advisor specializing in bonds and local government financing. Site includes articles and bond market resources for appointed and elected government officials and a description of WM Financial Strategies' qualifications and services.

INTERNAL PAGES

munibondadvisor.com munibondadvisor.com
1

Bond Experience of WM Financial Strategies, Independent Financial Advisor

http://www.munibondadvisor.com/Experience.htm

City of Wentzville, Missouri. 4,630,000 Refunding Certificates of Participation. St Charles County Ambulance District, Missouri. 1,520,000 General Obligation Refunding Bonds. City of Hannibal, Missouri. 12,960,000 Waterworks Revenue Bonds (State of Missouri - Direct Loan Program). City of St. Charles, Missouri. 10,290,000 Tax Increment Revenue Bonds (West Clay Project). City of St. Peters, Missouri. 7,500,000 Combined Waterworks and Sewerage System Project. City of Shrewsbury, Missouri. 3,725,000 General...

2

Municipal Bond Underwriting Spreads.

http://www.munibondadvisor.com/UnderwritingSpread.htm

Municipal Bond Underwriting Spreads - How Underwriters Make Money. In a new offering of municipal bonds, underwriters make money from the underwriting spread. The underwriting spread (underwriter spread or underwriting fee) is the difference between the price at which a bond issue is bought (the purchase paid) and the price at which the bonds are sold to investors. The underwriter will establish a purchase price for the bonds and interest rates that result in the desired level of compensation. Approaches...

3

Premium Pricing Municipal Bonds

http://www.munibondadvisor.com/PremiumPricing.htm

Bond Pricing - The Problem With Premium Pricing. Does your bond issue have a yield kick or kicker? A recent growing trend in the municipal bond market is pricing long-term callable bonds at a premium. This pricing approach has emerged due to a preference among certain institutional investors and, consequently, underwriters that sell bonds to these particular investors. What does this mean for investors? What does this mean for municipal issuers? Maturity = 20 years. Par Amount = $10,000,000. The followin...

4

Municipal Bond Insurance

http://www.munibondadvisor.com/BondInsurance.htm

History of Bond Insurance. In addition to insuring municipal bonds, many of the Municipal Bond Insurers insured collateralized debt obligations. Beginning in 2007 insurers' credit ratings came under review due to subprime mortgage exposure. This exposure threatened the insurers claims paying ability and resulted in rating downgrades. In 2007, t. Here were seven insurers rated triple-A by the three major rating agencies. Today none of the insurers are triple-A rated. How Bond Insurance Is Acquired. Build ...

5

Bank Qualified Bonds.

http://www.munibondadvisor.com/BQBonds.htm

Description of Bank Qualified Bonds. Banks, like other investors, purchase municipal bonds in order to obtain the benefit of earning interest that is exempt from Federal income taxation. Historically, commercial banks were the major purchasers of tax-exempt bonds. Banks' demand for municipal bonds changed in 1986 with the passage of the Tax Reform Act of 1986 (the Act), now under section 265(b) of the Internal Revenue Code of 1986, as amended (the Code). Issuing Bank Qualified Bonds. October 7, 2010 to D...

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TOTAL PAGES IN THIS WEBSITE

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LINKS TO THIS WEBSITE

wmfinancialstrategies.com wmfinancialstrategies.com

Bond sale results.

http://www.wmfinancialstrategies.com/SaleResults.htm

St Louis, Missouri 63146. City of St. Peters, Missouri. General Obligation Bonds, Series 2016.

wmfinancialstrategies.com wmfinancialstrategies.com

Municipal Bond Documents; official statements, bid forms, notices of sales.

http://www.wmfinancialstrategies.com/BondDocuments.htm

The documents, if any, referenced on this site are for bond issues that are being sold by competitive bid by issuer clients of WM Financial Strategies. Some of the files are large and may take several minutes to download. June 23, 2016. City of St. Peters, Missouri. General Obligation Bonds, Series 2016. Notice of Bond Sale. St Louis, Missouri 63146.

wmfinancialstrategies.com wmfinancialstrategies.com

Request for bond underwriting proposals.

http://www.wmfinancialstrategies.com/RFPs.htm

The following bond issues, for which WM Financial Strategies is serving as financial advisor, will be sold by negotiated sale. Some of the files are large and may take several minutes to download. October 6, 2016. City of Wentzville, Missouri. Draft Preliminary Official Statement. St Louis, Missouri 63146.

wmfs.us wmfs.us

Bond sale results.

http://www.wmfs.us/SaleResults.htm

St Louis, Missouri 63146. City of St. Peters, Missouri. General Obligation Bonds, Series 2016.

wmfs.us wmfs.us

Request for bond underwriting proposals.

http://www.wmfs.us/RFPs.htm

The following bond issues, for which WM Financial Strategies is serving as financial advisor, will be sold by negotiated sale. Some of the files are large and may take several minutes to download. October 6, 2016. City of Wentzville, Missouri. Draft Preliminary Official Statement. St Louis, Missouri 63146.

wmfs.us wmfs.us

Municipal Bond Documents; official statements, bid forms, notices of sales.

http://www.wmfs.us/BondDocuments.htm

The documents, if any, referenced on this site are for bond issues that are being sold by competitive bid by issuer clients of WM Financial Strategies. Some of the files are large and may take several minutes to download. June 23, 2016. City of St. Peters, Missouri. General Obligation Bonds, Series 2016. Notice of Bond Sale. St Louis, Missouri 63146.

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