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.
Market briefing: Inflation higher for longer
When inflation is low, and interest rates are falling, aggregate bond indexes can perform well. However, today’s bond market environment appears to be remarkably different than that of the past. The new mantra? Higher for longer. Higher interest rates and higher inflation for longer than most investors have considered. But is anyone doing anything about […]
Let’s talk: How to have tax conversations as an advisor in 2023
Discover the importance of tax conversations in the client-advisor relationship. Learn how understanding taxes can add value and set advisors apart, with high-level starting points for discussions and tips for incorporating tax considerations into investment decisions. Elevate your expertise and provide a more comprehensive service.
Who lost less?
Every February, I look forward to the release of Barron’s Best Fund Families list. I’m always interested in where the managers we use in Frontier’s strategies rank. However, this year, I was particularly curious. How did managers perform in a year where U.S. equities had their worst one-year returns since 2008 and bonds experienced their […]
Four succession planning tips that can help advisors initiate the process
Succession planning is a vital task that is easy to postpone. While a recent survey by SmartAsset.com[1] found that a majority of financial advisors (64%) have a succession plan, a third of them do not. Perhaps even more surprisingly, 25% of advisors who are near retirement do not have a plan to transfer their businesses, […]
2022 Investment Year in Review
The year 2022 was a volatile one for investors, with rapidly swinging momentum, high inflation, and the continued impacts of the COVID economy. It was important for investors and advisors to apply a tax-smart approach to their investment strategies. Tax-loss harvesting was a key strategy to recognize loss and create a tax asset that can be applied to reduce an investor’s tax burden.
Six questions to help advisors prepare for the 1099 season
Prepare for the 1099 Season: Understanding Total Capital Gain Distributions on 1099 Div
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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.