Tax Loss Harvesting

High interest rates have had the predictable effect of restraining the performances of dividend stocks and related exchange traded funds.

The Federal Reserve is creating the potential for extreme bouts of volatility surrounded economic data releases.

Investors should be careful what they wish for in hoping for an aggressive Fed rate cutting cycle, given stocks tend to do better when cuts are slow and steady.

A bright spot in Chinese investment could spell trouble for its financial institutions.

After a decade of consistent outperformance, Japanese small caps began underperforming their large cap peers in 2018, a trend that has accelerated since 2023.

The case for infrastructure investment is rising, but so are its costs.

With his Jackson Hole speech, Federal Reserve Chair Jerome Powell all but promised rate cuts were coming. That’s cool. But it is why that matters.

A soft landing for the U.S. economy still appears to be the most likely outcome.

On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley and ESG and Active Ownership Analyst Zoe Warganz discussed key takeaways from the U.S. Federal Reserve’s (Fed) annual economic symposium in Jackson Hole, Wyoming.

I asked my great friend and business partner David Bahnsen, who is about as politically wired as anyone and one of the truly great economic and investment minds, to reflect on the intersection of politics and markets. It is a quick, balanced, and reasonable read...

The forthcoming presidential election is certainly adding a healthy dose of intrigue into the municipal bond space.

Establishing the optimal workplace retirement plan follows a pecking order, which starts by prioritizing plan design over investments. Our Mike Dullaghan discusses the process.

As tax season draws nearer, advisors and investors increasingly look to their portfolio to optimize exposures for taxation purposes.

College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies. Our Bill Cass highlights the key documents students can prepare before leaving for college.

The path for lower rates in the U.S. has finally arrived.

While short-term fluctuations and sudden selloffs have tested the markets, key indicators such as corporate profits, employment data, and economic resilience have held firm.

HSAs are increasingly coming into use. They are a more tax-efficient means of investing, withdrawing money to cover large healthcare expenses, or simply preparing for higher medical costs in one’s later years.

We analyze Federal Reserve Chair Jay Powell’s comments about the potential for rate cuts in September and beyond.

Will 2030 DC plans perform better at preparing U.S. workers for retirement?

High-yield bonds have been one of the best-performing bond investments so far this year, but there may be better entry points down the road.

The most glaring uncertainties today, which contributed to early August seeing some of the largest market moves in the last several years, are the risks associated with the Federal Reserve’s dual mandate.

A Soft Landing Scenario Is Still a Realistic Base Case.

Elevated budget deficits imply growing US Treasury issuance. Receding demand from central banks could leave more price-sensitive buyers to pick up the slack. Who are the buyers of US government debt, and how is the market responding? In part two of our series, let’s examine Treasury market supply and demand.

The 19th Century American author Mark Twain once said: “Travel is fatal to prejudice, bigotry, and narrow-mindedness, and many of our people need it sorely on these accounts. Broad, wholesome, charitable views of men and things cannot be acquired by vegetating in one little corner of the earth all one’s lifetime.”

Happy National Cheap Flight Day! Yes, you heard that right—there is a national celebration day to mark the start of a lull in travel demand. Who knew this would be a day to celebrate? Regardless, it’s good news for consumers as airfares should continue their recent downward trend!

We all knew it was coming…and in Jackson Hole, Federal Reserve Chairman Jerome Powell said it will come next month. He said, “the time has come,” and the futures markets have priced in either a 25 or 50 basis point rate cut at the meeting on September 18.

That anthem was characteristic of the era. After two decades of economic frustration, free market policies had prompted a surge of growth and a bull market for stocks. The captains of industry were corporate raiders, who purchased companies, slashed expenses, pushed up prices and reaped outsized rewards.

This week, before she accepted the Democratic Party’s nomination for president, Vice President Kamala Harris threw her support behind President Joe Biden’s tax proposals for 2025, which include a steep 44.6% capital gains rate and an unprecedented 25% tax on unrealized gains.

Over nearly three decades, I’ve been dedicated to the sport of running. For the last five years, I chased the elusive goal of qualifying for the Boston Marathon, my ultimate aspiration. It wasn’t until I sought the expertise of a professional coach that I finally achieved this dream.

Although we think it's too early to declare the economy is in a recession, risk is elevated. For investors who are concerned about a recession, municipal bonds may help buffer a portfolio.

Recent economic data points have been mixed. On the more positive side of the ledger, there’s evidence that inflation is cooling and consumer spending remains sturdy. Conversely, the jobs market is cooling.

With recent cooling in economic growth, an uptick in unemployment, inflation moderating back to the Federal Reserve’s (Fed) 2% target, and expectations for rate cuts, we believe the winds are shifting in the U.S. fixed income market.

Before the pandemic hit in 2020, a decade-long bull run in the stock market saw the 60/40 portfolio slowly fall out of favor. With market volatility returning, that 60/40 split appears to be making a comeback.

Amid expectations of rate cuts from major central banks, managers are increasing their exposure to more cyclical and value-oriented names, including autos, transportation, and short-cycle industrials.

The last two years of high school can be particularly important as students approach the final college decision. Our Bill Cass highlights some action items for students and parents.

Active management can lead to high portfolio turnover and a higher tax bill. Wealth managers might feel that an active strategy could be too inefficient for clients who are sensitive to taxes. Find out how implementing a core-satellite portfolio with a direct indexing core may improve tax efficiency.

We explore how strong fundamentals and a resilient economy may position high-yield bonds as a potentially compelling choice in today’s fluctuating market.

Since the release of ChatGPT, mega-cap technology companies poised to profit from AI-enhanced software tools or cloud AI-model training capabilities have seen a surge in their stock prices. Yet, many have yet to realize significant AI-driven revenue growth, let alone a substantial impact on their bottom lines.

Are the “Mega-Cap” stocks dead? Maybe. But there are four reasons why they could be staged for a comeback. The recent market correction from the July peak certainly got investors’ attention and rattled the more extreme complacency.

Looking back at the 14 Fed rate cycles since 1929, certain patterns emerge. Still, investors instead need to examine what factors are driving the Fed now.

U.S. consumer-price gains eased to 2.9% in July—the lowest increase since 2021

Powell will hint at normalizing monetary policy, but at a measured pace.

Markets were recently rattled by concerns the U.S. may slip into recession, but it's not clear that those fears are justified.

Portfolio Manager Jeremy Sutch, CFA, and Chief Investment Officer Sean Taylor assess the issues besetting the region’s key markets—from domestic challenges to geopolitical headwinds—as well as their structural strengths, and whether prospects may brighten with the onset of a U.S. rate-cutting cycle.

The recent U.S. Treasury yield rally is compared to a similar rally in Q4 2023, driven by expectations of a shift in Federal Reserve policy.

Advisors are offering customized holistic wealth management to their clients and their families to help ensure an orderly transition of wealth

Your portfolio can be the key to managing cash and maintaining flexibility.

This year, the bears have asserted themselves after the bulls controlled the first half. Shares of companies that recently announced stock splits are well off their highs, generally not benefiting from the historical trend of outperformance.

The tea trade has lessons for today’s global commerce.

Bond prices whipsawed over the past month as volatility spiked across markets. What's next for fixed income markets?

Families may want to consider a comprehensive plan for college, including actions to take during the high school years, and consider how a 529 plan can help guide savings. Our Bill Cass offers details on college planning.