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 tax-loss harvesting lowers your cost basis
Tax-loss harvesting can result in a lower cost basis, but deferring taxes may still come out ahead. See a hypothetical $1M example that runs the numbers.
Five Tips for an Effective Client Communication Strategy
Since communication is so important, we developed this practical guide to help you create an actionable and effective communication strategy.
Little Changes for Big Plans
Planning for retirement comes down to making decisions today that will have lasting impacts. It’s easy to find reasons not to invest, however, it’s important to be proactive and invest today.
Help Yourself, Invest Early
Now, this is an extreme example of a parent preparing their kids for adulthood. Luckily, my story isn’t that my dad named me Sue. Instead, my parents took my life savings when I was 12 and started an investment account for me.
Taxes and the Invisible Touch
Despite taxes driving much of the decision between different retirement accounts, there are other factors to consider, too. This month, I want to discuss what I believe to be the benefits of a Roth 401(k) versus a traditional 401(k).
Top 5 Marketing Ideas Advisors are Using to Grow their Business
If you don’t love to write, create a podcast instead, and then use the transcripts to help frame your articles. Also, don’t be afraid to ask clients on the topics they are interested in learning more about to help build your content calendar.
Is a TAMP Right for Me?
According to a recent nationwide survey of financial advisors[i], 88% of respondents choose to work with a Turnkey Asset Management Program (TAMP), so they can focus their time on attracting and retaining clients. As more and more advisors look to minimize the time they spend implementing investment portfolios, how do you know if a TAMP is the right solution for you? Here are 3 key questions to consider before making the move.
Learn what’s happening at Frontier
Access company releases and see who’s talking about Frontier.
More advisor resources
Frontier supports advisors with client conversation guides, practice tips, and access to Frontier performance data.
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.