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 […]
The decisive outcome of the 2024 Presidential election and the 0.25% Fed rate cut remove uncertainty from the markets, creating space for investors to refocus on fundamentals. With the S&P 500 on track for a potential back-to-back 20% gains, it is useful to consider how rare such market performance is and the implications for investors going forward […]
It has been six weeks since the Federal Reserve (Fed) commenced its easing campaign with a 50-basis point (bps) “jumbo” cut to interest rates. Next week, an additional 25 bps cut is widely anticipated at the November 6-7 Federal Open Market Committee meeting. While shorter bonds have largely performed as expected in this environment, longer maturities across major fixed income indices have seen yields spike higher […]
Heading into a potential year two of a 20%+ bull market, trends that may support future positive performance include supportive monetary policy from the Fed, positive corporate earnings surprises, low inflation and ongoing strong economic growth. Performance of asset classes during past rate cutting cycles are […]
Opportunities to minimize taxes and maximize investment returns should be top of mind for investors and their advisors. Mindful tax planning involves a variety of strategies; approaches that utilize a metric known as tax alpha can aid investors and their advisors through practices such as capital gains budgeting, which can mitigate the surprise of an unexpected tax bill […]
Opportunities to minimize taxes and maximize investment returns should be top of mind for investors and their advisors. Mindful tax planning involves a variety of strategies; approaches that utilize a metric known as tax alpha can aid investors and their advisors through practices such as capital gains budgeting, which can mitigate the surprise of an unexpected tax bill […]
Despite key uncertainties, markets demonstrated strong performance in the S&P 500 during the first three quarters of the year. Other asset classes joined in with positive performance, including small companies, international markets and real estate. Investors are confronting uncertainties that include geopolitical turmoil in the Middle East, a strong than expected labor market and the upcoming presidential election […]
As we enter a new Federal Reserve rate cut cycle, historical trends reveal that fixed income tends to perform well over the duration of the rate cycle, with the exception of short-term securities and cash. The timing of fixed income investing in a rate cycle is less important than the allocation itself […]
Now that the Fed has lowered rates, positive market conditions may follow, based on past rate lowering cycles. In these cycles, investors and their advisors are likely to benefit through good conditions for stocks, bonds and diversified portfolios […]
