Perspectives

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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.

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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.

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Analyzing Implied Liquidity for a Specific ETF

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

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Understanding ETF Liquidity

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

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High Yield Bonds - History Shows that Reaching for Yield Can Lead to Disaster

Reaching for income in high yield bonds is little different than ascending the top step of a ladder to get something just out of reach.

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May 2022 FOMC Minutes: Good News, Bad News, and a Lot of Uncertainty Ahead

The FOMC's meeting minutes paint an optimistic tone, projecting confidence that a shift to "neutral" will be enough to bring down inflation.