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 tax-loss harvesting lowers your cost basis
Tax-loss harvesting can result in a lower cost basis, but deferring taxes may still come out ahead. See a hypothetical $1M example that runs the numbers.
December 2024 Capital Markets Perspective
With election-related uncertainty behind it, markets rallied, adding to what has been a string of strong Novembers in recent years. U.S. equities and all major fixed income sectors generated healthy returns, as investors rapidly tried to discern which industries and companies would be the beneficiaries of reduced regulation, accelerating M&A activity, and changes to government […]
EP 29: Opportunities in the Emerging Markets – Sam Polyak, Fidelity Advisor Focused Emerging Markets
I have waited a long time for the right guest, at the right time, to dive into emerging markets. Sam Polyak is an international stock and emerging markets portfolio manager with Fidelity Investments. This interview is specifically about emerging markets stock investing and the Fidelity Advisor Focused Emerging Markets fund. Sam comes to the interview with decades of international and emerging markets stock experience, and the knowledge that comes from managing portfolios at one of the most respected investment firms that we know of.
This interview is not to be missed. We cover why active management in the emerging markets space, the importance of concentrating in this environment, valuations, growth opportunities, and, of course, China. I am so proud and honored to bring you this podcast. So, tune in and enjoy your commute, your walk, or your workout.
As always, you can reach out to me at Frontier Asset Management if this spurs any questions or warrants further discussion.
Navigating Capital Gain Season: A Three-Step Guide
1. UNDERSTAND Every year, mutual funds and some ETFs are required to distribute recognized capital gains during the fiscal year. By actively managing a fund or replicating a defined benchmark, actively selling a stock (or bond) for a price higher than paid initially may lead to realized net capital gains. For taxable investors, these distributions […]
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 […]
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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.