Perspectives

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Weak fund performance can likely be attributed to rising interest rates and managers' unwillingness to stray too far from the benchmark.

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Savvy advisors know there are throughlines in the narrative. These are the four key macro trends we believe every advisor needs to watch.

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Opportunities for tax loss harvesting should be regularly reviewed in every taxable portfolio, not just when taxes are top of mind.

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Some investors may be tempted to “buy the dip” in bonds, but we may not be out of the woods yet.

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For advisors and ETF investors, the question now becomes how to quantify the liquidity for a specific ETF?

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Due to their unique structure, we need to think about ETF liquidity differently than we do equities.