Insights

Navigate any market with The BEAT, your source for key insights and strategies across Bonds, Equities, Alternatives and Taxes.

Federal government shutdowns have historically had limited direct impact on the municipal bond market. Shutdowns are typically brief and cause…

If an investor has ever asked “Can you help me pay less in taxes?” then you’re not alone. According to…

Separately managed accounts, paired with systematic tax management, had the power to capture losses in the third quarter—even when the…

Managing director of product management Emily Gray, CFA, sits down with InvestmentNews anchor Gregg Greenberg to highlight the potential advantages…

Higher yields earlier in the year opened a window for meaningful tax loss harvesting. Investors who acted captured valuable tax…

Taxes can have a major impact on the long-term growth of a portfolio. Find out how continuous, thoughtful tax management…

A common challenge many investors face is the accumulation of a single stock that makes up a disproportionate share of…

Wealth Strategies Group co-head Brian Smith joins Ben to discuss the impact of taxes on client portfolios. Find out how…

Discover how the One Big Beautiful Bill Act (OBBBA) may impact the municipal bond market, and find out which institutions…

For many investors, taxes are a larger drag on performance than fees or trading costs and can prevent or delay…

For taxable investors, an appreciating portfolio can be a mixed blessing. But regular loss harvesting isn’t the only way to…

The One Big Beautiful Bill Act, which was signed into law on July 4 after significant controversy and wrangling in…

With the One Big Beautiful Bill Act signed into law on July 4, we now have far more clarity regarding…