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 Commentary | March 21
So there’s this banking crisis in progress, in case you haven’t heard. But as hundreds of articles have been penned on the subject recently, we will just acknowledge it and mostly move on. It is “interesting” to note that the Fed had identified serious weaknesses with Silicon Valley Bank (SVB) beginning back in 2021, according […]
Seven strategies for financial advisors to attract more clients
Significant growth for an advisory business usually comes from one source – new clients. Even when you can get more business from existing clients, expanding your client base often remains the best way to increase your firm’s assets under management. Consider the following seven strategies if you want more success engaging prospects and turning them […]
Market Briefing: Will earnings hold up?
One of the most hotly contested issues concerning the stock market today is whether earnings will hold up in the face of inflation, a tightening Fed, and rising wages. With 99% of S&P 500® companies having reported 4th quarter 2022 earnings as of March 3rd, here’s an update on where earnings stand and how Frontier […]
Bonds stink. Give me CDs!
Financial advisors are reconsidering fixed income allocations in client portfolios in light of the Federal Reserve’s recent moves. While CDs and T-Bills may seem like a safe bet, there are several factors to consider, such as time horizon, the potential ceiling on returns, and the tax implications of interest income. Active management may offer more attractive longer-term returns than cash-like investments, and there are other yields available within the fixed income market. Investors may miss out on potentially attractive returns by locking in a known return today, and may face difficulties finding similar yields once CDs and bonds mature.
March 2023 Capital Markets Perspective
January’s jubilation gave way to February’s malaise (everything was down) as the now familiar theme of “market starting to believe the Fed” played out. The 10.8 million job openings in January may have been down from the 11.2 million reported by the Labor Department[i] in December but remain significantly elevated relative to the 7 million […]
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 […]
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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.