Investment

Many investors implement a year-end tax-loss harvesting strategy with their municipal bond portfolio. Limiting loss harvesting to year-end, however, reduces its benefits. It may be time to implement a managed year-round tax-loss harvesting...

The Biden administration’s American Jobs Plan addresses both infrastructure and larger environmental issues. This gives municipal bond investors an opportunity to customize their portfolios to align with their values and benefit the community as a...

Investors like the commodity asset class for both diversification and inflation protection—but they may be investing in commodities the wrong way.