You can see more when you’re on the leading edge
In our more than 20 years developing risk-managed, downside-first investment strategies, Frontier Asset Management has also developed our own way of viewing and evaluating the world around us. We share our knowledge and perspectives to help you make informed, well-rounded decisions for your clients and for your business.
Why active management is earning its keep
As indexes grow more concentrated in a handful of stocks, active managers like First Eagle Global are proving the value of true diversification.
November 2024 Capital Markets Perspective
The S&P was on track to post a gain for the month, but Halloween spirits interceded on October 31st to push the market into the red. And while a “Carrie” like blood bath might be a bit hyperbole, it was an ugly month across the board for stocks, bonds, commodities, and currencies (with the notable […]
Don’t fall into the tax-deferment trap
Nobody really likes paying taxes, right? So, what would your clients say if you could make it so they don’t have to pay any taxes on their investment portfolio’s capital gains? Just because something is true, doesn’t mean it’s right. But many asset managers and advisors still use the promise of low-tax or zero-tax wealth […]
Fixed income tax-loss harvesting
Halloween typically offers both Tricks and Treats. One area where the holiday seems to be offering opportunities for Treats is within taxable accounts that hold fixed income portfolios invested before 2022. Tax-aware advisors and many investment processes are all about tax-loss harvesting across taxable accounts. Tax-loss harvesting is the process of selling a taxable asset […]
The Download: 3Q 2024
Change is a constant in capital markets. History is littered with sudden shifts in trends, leadership changes, and unforeseen risk events. For that reason, past performance is an unreliable guide for future allocations. 3rd quarter takeaways Concentration — The marketplace remains hyper focused on investing in U.S. large-cap stocks. However, most other equity assets outperformed […]
Third Quarter 2024 Capital Markets Perspective
After projecting Fed cuts incorrectly and often for well over a year, market participants finally got their hoped-for reduction in interest rates as the Fed lowered its target by 50 basis points. And with the Fed’s preferred inflation gauge, the PCE Index, showing a gain of just 2.2% in the 12 months ending in August, […]
September 2024 Capital Markets Perspective
It seems a distant memory at this point, but during the first few days of August, the Nikkei fell by 12.4% on a rate hike announced by the Bank of Japan, and the S&P followed, losing about 6% over a couple of days. But the apparent overreaction was quickly corrected for, with the Nikkei gaining […]
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Notes
Past performance is no guarantee of future returns. Performance discussed represents total returns that include income, realized and unrealized gains and losses, but gross of advisory fees. Nothing presented herein is or is intended to constitute investment advice or recommendations to buy or sell any types of securities and no investment decision should be made based solely on information provided herein. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for an s investor’s financial situation or risk tolerance. Diversification and asset allocation do not ensure a profit or protect against a loss. All performance results should be considered in light of the market and economic conditions that prevailed at the time those results were generated. Before investing, consider investment objectives, risks, fees and expenses. Frontier may modify its process, opinions and assumptions at any time without notice as data is analyzed.
Exclusive reliance on the above is not advised. This information is not intended as a recommendation to invest in any particular asset class or strategy or as a promise of future performance. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve. Assumptions, opinions and estimates are provided for illustrative purposes only. They should not be relied upon as recommendations to buy or sell any securities, commodities, treasuries or financial instruments of any kind. This material has been prepared for information purposes only and is not intended to provide, and should not be relied on for, accounting, legal, investment or tax advice. Frontier provides model strategies to various investment advisory firms and does not manage those models on a discretionary basis. The performance and holdings of model strategies may vary from strategies managed by Frontier.
Frontier Asset Management is a registered investment adviser with the U.S. Securities and Exchange Commission; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Additional information about Frontier and its investment adviser representatives is available on the SEC’s website at www.adviserinfo.sec.gov.
Frontier’s ADV Brochure and Form CRS are available at no charge by request at info@frontierasset.com or 307.673.5675 and are available on our website www.frontierasset.com. They include important disclosures and should be read carefully.