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Washington will be a different place under a Biden administration, but it won’t be a different enough to cause a seismic shift across the investment landscape. While some observers fear a divided government may inevitably lead to gridlock, a more likely outcome is compromise—meeting halfway in a few areas. It will be a mixed bag for mun...

Actions demonstrate what it means to be a sustainable business. And in times of crisis, such as the COVID-19 pandemic, companies show through their actions how they balance societal concerns and profit motives. Further, companies that find a role in addressing this crisis can use this opportunity to do well in the world and to chart new long-term b...

Portfolio customization is growing in popularity among equity investors—but does it have a place in the bond market? Learn about the benefits of stratified cells.

Although municipal credit downgrades and defaults are on the rise in the COVID-19 environment, most municipal issuers are entering this downturn from a place of strength. Learn why some sectors are more resilient than others.

When making a decision on whether to participate in a Qualified Opportunity Zone investment (QOZ), be prepared to evaluate the risks and regulatory requirements. This report provides an overview on QOZ, including compliance issues and due diligence checklists for investors, advisors, and managers. It is a way of seeing whether a proposed investment...

One of the challenges for investors in today’s municipal bond market is the level of yields. Even though relative value remains attractive, absolute yields are uninspiring. However, other metrics show there’s a compelling case for picking up yield and going long.

Against the backdrop of a pandemic and market volatility that is expected to continue through 2020, there are key factors that can help investors gain clarity amid uncertainty. No matter what comes, the ones who embrace flexibility and transparency may be best positioned to navigate through the turbulence and move forward.

Are the potential benefits of premium munis worth the high cost to investors? Find out why avoiding them may lead to missing out on great value, beginning with understanding the relationship between a bond’s yield, price, and coupon rate to make sound judgments.

The treatment of capital gains and taxes become a little more complicated when considering a mutual fund investment. There are two scenarios where a mutual fund investor may end up paying more in capital gains taxes than expected. And the amount you pay may not depend only on you.

As an alternative to ETFs, investors are seeing the value of investing in separately managed accounts (SMAs), which offer diversified, index-like, and customizable exposure. However, what does it mean for investors who already hold a basket of appreciated ETFs but would like to unlock the potential of SMAs? This dilemma is explored through a reason...

Historically, bank loans and high yield have traded off in terms of which protected better in market downturns. But in light of this unprecedented pandemic crisis, it is very sound and well-grounded for investors to ask what the unique advantages and disadvantages are from each. Certain investor situations may necessitate maintaining an overweight ...

Global equity markets have rebounded despite a global pandemic, economic depression, and social unrest. A second wave of the virus remains a significant concern and is expected to result in continued stock price volatility.

When an unforeseeable or disruptive event occurs—such as the COVID-19 pandemic—the transaction parties must look back at their real estate agreements and reassess their standing, rights, remedies, recourse, and relationships. To ensure good business judgment, the review on the provisions of your real estate contracts should include addr...

The COVID-19 pandemic has had swift and severe effects on the U.S. by devastating the stock market and halting the broader economy. However, given the indicators of instability that had previously existed, an optimist may argue that the virus simply expedited a previously foreseen economic downturn and a recession-induced bear market. Undoubtedly t...

In the same way that spot prices are useful to farmers for planning, they can be just as useful for investors. Many index providers recognize this and publish asset-class-wide measurements of aggregate spot prices called spot indexes. However, things can get complicated if you don’t understand their subtleties. After unshrouding the mystery a...