Nisha Patel, CFA

Integrating Ongoing Tax Management Is Key: Cerulli Report

Cerulli Associates found that integrating ongoing tax management is now foundational as advisors embed tax awareness across equity and fixed income portfolios.

Fixed Income Tax Loss Harvesting: Why Timing Matters

Discover how tax loss harvesting in fixed income works best when it’s a continuous part of the portfolio management process that may help weather volatility.

10 Reasons New York City’s Credit Remains Resilient

Here are 10 reasons why we believe NYC’s fiscal health and credit strength may continue.

Corporate Bond Laddering: What’s the Ideal Number of Bonds?

Is there an ideal number of corporate bonds to hold in a ladder that might provide diversification while limiting transaction costs? Read why we think so, and what that number has in common with a sci-fi classic.

Fixed Income Tax Loss Harvesting: Unlock Value in Volatile Markets

Discover how fixed income tax loss harvesting could unlock value in volatile markets by generating realized losses that may be able to enhance after-tax returns.

Bond Ladder Strategy: Tax Optimize for Fixed Income

Taxes often take a big bite out of returns, but capitalizing on multiple fixed income sectors lets investors focus on individual tax considerations and select a better after-tax option.

Municipal Bond Market: What’s the Big Beautiful Bill’s Impact?

Discover how the One Big Beautiful Bill Act (OBBBA) may impact the municipal bond market, and find out which institutions are better positioned to overcome the sweeping policy reforms.

More Is More: Combining Corporates and Munis in Laddered Bond Strategies

Take advantage of municipal and corporate bonds’ combined strength. Read how one blended portfolio strategy can provide the best of both worlds.

Active Tax Loss Harvesting in Fixed Income: Checking In at Midyear

So far this year, the volatile trajectory of bond yields and the relative weakness of municipal bonds have offered a valuable opportunity to harvest tax losses.

Customize to Optimize: Combining Fixed Income and Direct Indexing

Customize with direct indexing to optimize your fixed income portfolios. Read how two powerful strategies make one compelling combination.

Fixed Income Tax Loss Harvesting: Realizing Losses No Matter When They Occur

Learn how an “all weather” approach to fixed income tax loss harvesting helps to add value in any market climate.

Tax Optimized Ladders: Elevating Taxes as a Crucial Element of Customization in Fixed Income Portfolios

Tax optimized ladders can help fixed income investors focus on what they earn and what they keep. Learn how.