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.
$142,000 of tax-free income? A new opportunity for many.
What is the best tax rate? Several tax changes have come together to make the elusive 0% rate a possibility for many. For long-term investors in diversified portfolios, the recent passage of the One Big Beautiful Bill Act (OBBBA) did not create any material changes regarding the taxation on their investment portfolios. The bill included […]
Capital Markets Perspective | 2Q 2025
We ended the first half of the year with mostly solid hard economic data to take comfort in. At close to 8 million job openings, opportunities are plentiful. Far below their 2022 high of over 12 million, but well above the average for the last couple of decades. The unemployment rate at 4.1%, while elevated […]
The Download: 3Q 2025
Coming into 2025, investors couldn’t have been more bullish. Whether you measure it by allocations to equities or investor sentiment – by both ideals – investors were about as bullish as ever. With a clear trend of indexing and the Mag 7, many investors are inordinately positioned toward U.S. large cap stocks. While we have […]
Taxes: Are you having the RIGHT conversation with your clients?
Are you having the right conversations with your clients? What is the purpose of your clients’ investments? Is it simply to save as much as they can? Are there specific goals for their investment accounts? Our recent advisor survey revealed that 73% of advisors reported that less than half of their clients’ taxable accounts are […]
Are investors looking backward by fighting the last war? Not the next?
There is a phrase in the military that “generals often fight the last war,” meaning they tend to prepare for future battles based on what happened in the most recent fight instead of anticipating future risks. Today, investors planning for the future are often no different. “What about 2022?” is often mentioned in discussions with […]
Capital Markets Perspective | June 2025
As of mid-month or so, Barclays estimated that the current U.S. weighted average tariff rate was around 14%. And corporate executives have become more vocal about the impact. Walmart’s Chief Financial Officer John David Rainey said that “The magnitude and speed at which these prices are coming to us is somewhat unprecedented in history.” With […]
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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.