October 30, 2020
“LIVE WELL BY DOING GOOD®”
Hope we are not “barking up” the wrong tree, but . . .
This is to inform you only (not an offer to sell) about an upcoming issue of double tax-free municipal bonds
by Jackson County, Missouri to refinance a “no kill” animal shelter located in Independence, Missouri.
Interest on the bonds will be excluded from gross income for federal and Missouri income tax purposes and
will not be an item of tax preference for purposes of the federal alternative minimum tax (AMT). We expect to
be able to offer the bonds for sale to the public the week of November 9, 2020.*
Rating: Moody’s Aa3 (report available electronically upon request)
Interest Payable: February 1 and August 1 (beginning February 1, 2021)
Dated: December 1, 2020*
Callable: August 1, 2024 @ 100*
JACKSON COUNTY, MISSOURI
SPECIAL OBLIGATION REFUNDING BONDS
(ANIMAL SHELTER PROJECT)
Below is the POS link for client use:
*Preliminary, subject to change
One might say this bond is a “purrfect” example of our tagline “Live Well By Doing Good®.”
LIVE WELL = collect double tax-free interest income
BY DOING GOOD = invest in a “no kill” animal shelter
For our part, buy a bond (or not), get a puppy or kitten! We will donate 50% of the shelter’s adoption costs for up to 75 pets which should pretty much clean out all the cages. Offer good until December 1, 2020.
If you are interested, please contact us for the preliminary official statement offering the bonds for sale when it becomes available.
For more information, including prices, yields, maturities, and risks associated with the bonds, please email
email@example.com, firstname.lastname@example.org, or email@example.com or call 816-221-6700.We can walk you through the process of investing in the bonds.
If you prefer to have us work directly with your Financial Advisor, we can do that, too. Just copy us on an email and we can help your advisor help you in getting bonds if it is an investment and/or social fit for you.
Valdés & Moreno, Inc. is regulated by the U.S. Securities and Exchange Commission (SEC), Municipal Securities Rulemaking Board(MSRB), and Financial Industry Regulatory Authority (FINRA). You can look us up on BrokerCheck on FINRA’s website at finra.org. Also, the firm is a member of the Securities Investor Protection Corporation (SIPC). SIPC protects the securities and cash in your account up to $500,000 including up to $250,000 in cash awaiting investment.
FULL SERVICE / DISCOUNT BROKERS / CORPORATE AND MUNICIPAL BONDS
The statements in this memorandum, while not guaranteed, are based upon information and advice that we believe to be accurate and reliable. All offerings are subject to the preliminary official statement, prior sale or change in price.
Feel free to make an appointment for us to call you…
Or drop us a line
And we will get back to you within 1 business day.