The Tax-Inefficiency of Mutual Fund Capital Gains Distributions
Near each year end, mutual funds tally up their realized gains and losses, and when gains exceed losses, they must distribute those net gain
Q3 2022 Market Perspective
Stocks have declined for three consecutive quarters and investor sentiment is at historically low levels. Investors have increasingly...
Altium's 2H 2022 Market Outlook
Equity and fixed income markets finished the second quarter the way they started it, and closed out one of the worst six-month periods to...
Altium's Update on Fixed Income Markets
Fixed income markets have been under pressure this year as investors wrestle with persistent inflation and the early stages of an...
Q1 2022 Market Perspective
Ask any economist or market analyst to recap the first quarter of 2022, and the response may include a wall of worries including the...
2021 Overview and 2022 Market Outlook
In 2021, U.S. stocks continued to make new all-time highs, as investors brushed off most negative headlines, focusing instead on the...
Update From The Desk of The Chief Investment Officer, Greg Slater CFA, CFP®, CIPM®
With inflation touching multi-decade highs this year, many investors are understandably concerned about what’s driving it, when it will get
Q3 2021 Market Perspective
For the past 18 months, investors have been navigating the equity markets buoyed by strong stimulus tailwinds, and have been rewarded...
Q2 2021 Market Perspective
The summer months are historically associated with reduced levels of market volatility. While the summer ‘slowdown’ appeared earlier this...
Q1 2021 Market Perspective
The equity markets have staged a historic recovery over the past twelve months, fueled by expectations for a swift economic rebound from...