The Federal Reserve (Fed) has lowered interest rates by 75 basis points since initiating its easing campaign, reducing the federal funds rate to 4.50 - 4.75% from a multi-decade high of 5.25 - 5.50% in September. During this period, inflation has ticked up slightly, and the [...]
Many investors use tax loss harvesting to reduce tax liabilities by realizing losses and using them in the current tax year, or carrying them forward, to offset capital gains in other areas of their portfolio. The benefits of this technique for investors are tried, true and [...]
A Resilient Economy Spells ‘Higher for Longer’ We have had an interesting couple weeks in the markets. First, the week of the election we had a strong market rally of close to 5% for the S&P 500 with what has been called the “Trump Trade”. The following week, we had the “Trump Fade”, as the market experienced [...]
Download the 5.31.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Yields have largely declined this month as bond investors welcomed a 3.40% year-over-year consumer price index (CPI) print from the Bureau of Labor Statistics on May 15th. While far from the Federal Reserve’s 2% […]
Download the Q2 2024 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “All I want to know is where I’m going to die, so I’ll never go there.” – Charlie Munger (January 1, 1924 – November 28, 2023) – Legendary investor, philanthropist, and friend. As […]
Getting Cash Off the Bench & Back in the Game By Lucas Felbel, CIMA®, Director, Portfolio Services Investors in short-term instruments may have seen strong returns over the past year thanks to the Fed’s aggressive stance on interest rates to curb inflation. Since the Spring of 2023, investors seeking refuge in money market mutual funds, […]