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.
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.
Market Briefing: What will inflation be in 2023?
Inflation was the big story in 2022, but what will inflation be in 2023? More of the same high inflation or something different? Something slightly unexpected has been happening with inflation. Since July of 2022, inflation appears to have abruptly returned to “normal.” What is normal? If inflation continues as it has for the last […]
Six questions to help advisors prepare for the 1099 season
Prepare for the 1099 Season: Understanding Total Capital Gain Distributions on 1099 Div
EP 20: Tony Crescenzi, PIMCO Funds – What is the path for inflation and the Fed in 2023?
Welcome to 2023! Two big questions for the year; where will inflation likely end up, and what is the Fed’s plan? Let’s find out with Tony Crescenzi of PIMCO, after all PIMCO might know a thing or two about inflation and the Fed.
Fourth Quarter 2022: Capital Markets Perspective
It’s over. 2022 that is. Whether the pain in capital markets is over is a different, and unanswerable question, but 2023 is unlikely to play out in the same way given the dramatically different starting point in terms of rates. On New Year’s Eve 2021, the yield on the 10-year Treasury stood at 1.52%. Fast […]
The Download: 4Q 2022
Let’s start at the end. The end of zero percent interest rates, quantitative easing, Modern Monetary Theory, perpetually low inflation, profitless innovation leadership, global expansion, the peace dividend, and rampant speculation – and all these things are likely not coming back anytime soon. This unraveling has led to capital markets experiencing the worst loss for […]
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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.