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.
T is for Tariffs
Successful long-term investing is hard enough without having to overcome the inevitable challenges of market volatility. Today, one cannot turn on the TV, get a phone alert, or read the paper (remember those?) without hearing about tariffs and related market volatility. It’s not just the tariff policy but the uncertainty around these policies that introduce […]
Embrace active management
THE CURRENT STATE The market’s reliance on the Magnificent 7 (Mag 7) has led to historically high valuations, heightened concentration risk, and reduced return forecasts. Investors, however, continue to favor index-based investments, particularly passive U.S. large caps, buying high despite the risks. In contrast, undervalued securities exist, presenting a prime opportunity for active management to […]
February 2025 Capital Markets Perspective
Following a rough patch in December, capital markets sprung back to life in the first month of the year, with every major asset class posting gains. The ‘Everything Rally’ occurred amidst mostly strong earnings reports and healthy economic data releases. The December jobs report showed an addition of 256,000 jobs, blowing past expectations for only […]
SALT in the gears: Amending the Tax Cuts and Jobs Act
If no legislative action is taken, most of the individual provisions within the 2017 Tax Cuts and Jobs Act (TCJA) will expire at the end of 2025, increasing taxes for many individuals. While the new Trump Administration has expressed its commitment to preventing the TCJA’s expiration – and likely has congressional support – much horse-trading […]
The Download: 1Q 2025
In 2024, it wouldn’t have matter much if an investor was marginally underweight equity, it mostly just mattered how much Magnificent 7 exposure an investor owned. Fast forward to 2025, and the expected returns of most equity asset classes, excluding U.S. large-cap stocks, offer investors promising growth potential and substantial opportunities to diversify their portfolios […]
January 2025 Capital Markets Perspective
Investors hoping for a Santa Claus rally were left deeply disappointed as investor sentiment took a turn for the worse following a spectacular November. Globally, equities fell by 2.6% in December, with large losses posted by U.S. small caps, REITs, and even U.S. large cap stocks, well, at least on an equal weighted basis; the […]
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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.