Why July is the Perfect Time for Proactive Tax Planning

Published on July 18, 2026

For many investors and families, tax planning may become a year-end exercise squeezed into November and December. But by the time the calendar turns to the fourth quarter, many of the most effective opportunities are already limited.

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Before You Implement Tax-Aware Long-Short: Five Things Every Advisor Should Know

July 18, 2026
Tax-aware long-short strategies are no longer the exclusive domain of institutional investors. As separate account delivery has expanded access, more advisors are asking whether tax-aware long-short belongs in their clients’ portfolios. Here are five practical considerations to help you decide.

Now More than Ever: The Case for Global Bonds

July 18, 2026
As the forces shaping bond markets become more local, the opportunities become more global. From energy stress to fiscal policy to advances in AI, today’s defining market forces are likely to play out differently across regions, sectors and issuers.