Search for: "Taxes of Puerto Rico, Inc." Results 21 - 40 of 140
Sorted by Relevance | Sort by Date
RSS Subscribe: 20 results | 100 results
27 Nov 2017, 10:13 am by Renae Lloyd
The value of Puerto Rico’s municipal tax-free bonds has largely fallen as a result. [read post]
15 Jan 2015, 7:24 am by Adam Weinstein
The 23 funds include the Tax-Free Puerto Rico Fund I-II; Tax-Free Puerto Rico Target Maturity Fund; Puerto Rico AAA Portfolio Target Maturity Fund; Puerto Rico AAA Portfolio Bond Fund I-II; Puerto Rico GNMA & U.S. [read post]
23 Jul 2015, 7:00 am
From the Desk of Jim Eccleston at Eccleston Law LLC:Puerto Rico’s governor is adamant that the island is unable to pay back its $72 billion debt, but OppenheimerFunds Inc., the largest mutual-fund holder of the bonds, believes otherwise.After analyzing the island’s sales-tax collections and income growth, Oppenheimer claims that Puerto Rico’s economy has proven to be strong enough to pay off the large amount it owes. [read post]
27 Mar 2015, 7:07 am by Adam Weinstein
The 23 funds include the Tax-Free Puerto Rico Fund I-II; Tax-Free Puerto Rico Target Maturity Fund; Puerto Rico AAA Portfolio Target Maturity Fund; Puerto Rico AAA Portfolio Bond Fund I-II; Puerto Rico GNMA & U.S. [read post]
31 Jul 2018, 2:16 pm by Staff Attorney
Brokers have recommended Puerto Rico bonds over the past decade as an attractive high yielding investment that is triple-tax free – meaning interest earned is free of federal, state, or local taxes. [read post]
13 Dec 2013, 5:40 am by D. Daxton White
  Some of the funds with the most exposure include:  Oppenheimer Rochester Funds, UBS Puerto Rico AAA Portfolio Bond Fund, UBS Puerto Rico AAA Portfolio Bond Fund II, UBS Puerto Rico AAA Portfolio Target Maturity Fund, UBS Puerto Rico GNMA & US Government Target Maturity Fund, UBS Puerto Rico Fixed Income Fund, UBS Puerto Rico Fixed Income Fund II, UBS Puerto… [read post]
4 Feb 2014, 1:25 pm by Adam Weinstein
  Investors nationwide are expected to be effected as about 70 percent of U.S. municipal mutual funds own Puerto Rico securities according to Morningstar Inc. [read post]
9 Aug 2014, 6:41 am by Adam Weinstein
The law offices of Gana LLP has recently filed securities arbitration case on behalf of an investor against UBS Financial Services, Inc. and UBS Financial Services, Inc. of Puerto Rico (UBS) involving allegations that UBS’ misleading sales tactics and inappropriate recommendations surrounding Puerto Rico bonds in the Claimant’s portfolio. [read post]
8 Oct 2013, 11:19 am by Adam Weinstein
  The commonwealth’s bonds are widely held by local mutual funds issued by Puerto Rico’s largest brokerage firms including UBS Puerto Rico, Popular Securities, Inc., and Santander Securities, Corp. [read post]
22 Oct 2013, 2:32 pm by Adam Gana
Government Securities Fund  $ 6.04 9/30/2013 -39.6% Puerto Rico Fixed Income Fund  $ 3.44 9/30/2013 -65.6% Puerto Rico Fixed Income Fund II  $ 4.01 9/30/2013 -59.9% Puerto Rico Fixed Income Fund III  $ 3.83 9/30/2013 -61.7% Puerto Rico Fixed Income Fund IV  $ 4.90 9/30/2013 -51.0% Puerto Rico Fixed Income Fund V  $ 4.33 9/30/2013 -56.7% Puerto Rico Fixed Income… [read post]
31 Mar 2017, 10:44 am by Renae Lloyd
UBS and its affiliated firm, UBS Financial Services Inc. of Puerto Rico, have already paid millions of dollars due to client losses in Puerto Rico proprietary closed-end bond funds filled with Puerto Rico municipal securities issued by various authorities and agencies. [read post]