What Is Tax Management?

Maximizing investors’ long-term wealth takes thoughtful tax management. Learn what that involves—and how direct indexing can be a powerful part of every advisor’s tool kit.

How to Avoid Greenwashing in Bond Portfolios

What should fixed income investors make of bonds with a green use of proceeds but a not-so-green issuer? Find out if greenwashed bonds belong in responsible investing portfolios.

Municipal Bond Market Insight

Each month we recap the muni bond market’s performance, delving into the numbers and offering forward-looking commentary. Click below for the latest edition.

How Can CEF Investors Maintain Balance in a Rising Rate Environment?

Updates on the state of capital markets. Today: The impact of rising interest rates on closed-end funds.

Short-Term Reversal Factor: A Balancing Act

Strike the right balance between maximizing after-tax returns and aligning with benchmarks.

Does Rising Volatility Plus Higher Rates Equal More Tax Losses to Harvest?

Equity markets can be sensitive to rising interest rates—but well-prepared investors can make that sensitivity work for their portfolios. Find out how.