Fixed Income Tax Loss Harvesting: Realizing Losses No Matter When They Occur

Published on April 14, 2025

Another period of heightened volatility in the markets reminds us why tax management can be such an essential part of fixed income investing.

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Hard Turn on Tariffs

April 14, 2025
It was a wild week on Wall Street after President Donald Trump announced a broad new tariff policy that went beyond what most analysts had anticipated, spurring a plunge in both stock and bond markets.

Tariffs Add Another Challenge for Investors to Consider

April 14, 2025
After starting the year on a high note with the S&P 500 index of U.S. Large Cap stocks posting an all-time high on February 19th, equities retreated during the second half of the quarter, officially falling into correction territory (down 10 percent) on March 13.