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.
What advisors need to know about the Tax Cuts & Jobs Act (TCJA) expiry
We are one year out from the next presidential and congressional elections, and the volume is starting to increase about the scheduled expiration of the 2017 Tax Cuts and Jobs Act (TCJA) after 2025. For financial advisors, the increased rhetoric on the campaign trail may translate into worried clients with questions about what it means […]
Halloween Special
All tricks and no treat? Or is it the other way around? Check out this Halloween special from Frank Pape to unmask the return difference between taxable and municipal bonds
The Download: 3Q 2023
One year into the Fed’s rate hike campaign in earnest, “higher for longer” appears to be the new mantra. The economy is stronger than expected, and inflation is stickier. The question is: Are we in a period of change?
Third Quarter 2023 Capital Markets Perspective
It was a challenging month and quarter for capital markets, with the start of the automotive strike, an increase in energy prices, and talk of a government shutdown that did not happen.
Three steps to prepare for capital gain season
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 […]
Set my losses free! Tax-loss harvesting across fixed income funds
The final quarter of the year brings a change of seasons with vibrant fall foliage, football games, Thanksgiving celebrations, and the conclusion of the calendar year. For financial advisors, this marks the period when they may look for tax-loss harvesting opportunities within taxable accounts, with a focus primarily on equity and equity-oriented investments. Discussions and […]
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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.