Tax-Managed Long-Short Strategies Gain Traction. Are They Worth the Risk?

Published on May 4, 2026

Asset managers are rolling out long-short equity strategies to help investors offset capital gains, but the approach comes with higher fees, leverage risks and tracking errors.

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Post-Integration and Reverence Recap, Osaic Targets Organic Growth

May 4, 2026
After completing its eight-firm consolidation, the independent broker/dealer reports improved retention and recruiting as it moves past integration challenges.

Fed Bias Shifts and Earnings Reinforce Bullish Outlook

May 4, 2026
The Federal Reserve held rates steady as expected last week, but the real story was the shift in tone inside the Committee. Three dissents in favor of moving to a neutral bias are highly unusual, and I do not recall seeing dissents on a bias in this way before.