Perspectives
Elevated Stress as the Debt Ceiling Approaches?
In this episode, Joe & Matt Dines of Build Asset Management discuss the abundance of dollars still in the system, when the next credit event may occur, and drama as we approach the debt ceiling.
401(k) Contribution Limits To Increase 10%; Majority Do Not Take Maximum Advantage
Investors should consider taking advantage of higher 401(k) contribution limits to build a retirement nest egg or catch up on savings.
Index-Hugging Bond ETFs May Not Be Ideal for Investors
Weak fund performance can likely be attributed to rising interest rates and managers' unwillingness to stray too far from the benchmark.
Four Macro Trends Every Advisor Needs to Know
Savvy advisors know there are throughlines in the narrative. These are the four key macro trends we believe every advisor needs to watch.
Tax Loss Harvesting Should Be Top of Mind for Bond Investors
Opportunities for tax loss harvesting should be regularly reviewed in every taxable portfolio, not just when taxes are top of mind.
Uncertainty Makes Bond Duration Trade a Balancing Act
Some investors may be tempted to “buy the dip” in bonds, but we may not be out of the woods yet.