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.
Stronger for longer: Is the Fed helping the economy?
Recession, recession, recession, the fight song of the past year. Yet, no recession is in sight. For the second quarter, GDP (Gross Domestic Product) just surprised on the upside again. Concurrently, the Fed just hiked interest rates once more, to a policy rate of 5.25% to 5.5%. However, the economy is better off by many […]
Ep 23: Carl Kaufman of Osterweis Funds – Why Income, Why Now
If you’re interested in earning income from your bonds, don’t miss this podcast episode featuring Carl Kaufman of Osterweis funds.
The Download: 2Q 2023
Nine months ago, the investment industry was drowning in pessimism. Fast forward to today, all is good, and the seas are calm. While the economy and capital markets dodged the worst outcome, and once again, reality turned out to be not as bad as some had imagined, there is a capital markets nuance, or nuisance for that matter, that needs to be addressed. What is it?
Second Quarter 2023: Capital Markets Perspective
At the end of 2022, investors felt battered and bruised after an awful year for stocks and bonds, and economists were increasingly calling for a recession. As I mentioned in our year-end commentary, the Wall Street Journal reported that “More than two-thirds of the economists at 23 large financial institutions that do business directly with […]
Inflation, Taxes, Social Security: Are you getting a raise in 2023?
Tax rates don’t change due to inflation, but tax brackets are adjusted for the impact of inflation. In addition, certain deductions and credits are adjusted. For some taxpayers, these changes could mean you will owe less taxes in 2023 than in 2022.
Eight tips to help your brand stand out in a crowded marketplace
Help your brand stand out from the herd and watch your practice thrive. Discover how to distinguish yourself in a saturated market of financial advisors with these expert tips.
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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.