Build confidence taking 529 plan distributions

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Jun 21, 2022

Columbia Threadneedle Investments

529 plan distributions can be confusing. And knowing how — and when — to take them can be critical for participants.

Is the U.S. economy heading into a recession?

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May 10, 2022

Anwiti Bahuguna, Ph.D., Senior Portfolio Manager, Head of Multi-Asset Strategy

The Fed takes a potentially aggressive path in an effort to tame inflation. Investors fear a recession may be on the horizon.

White paper: When can risk mean opportunity?

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Apr 01, 2022

Gene Tannuzzo, CFA, Global Head of Fixed Income

There’s more to bond investing than interest rates. And understanding the four key risk factors can help investors navigate the fixed-income market.

Five ways to reap the benefits of tax-loss harvesting

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Mar 01, 2022

Columbia Threadneedle Investments

Can investment losses positively contribute to portfolio returns? Claiming the tax deduction of a realized loss could reduce an overall tax bill.

Bond market dilemma: Lowering duration without sacrificing yield

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Nov 30, 2021

Edward Kerschner, Chief Portfolio Strategist

Ronald Stahl, CFA, Senior Portfolio Manager, Head of Short Duration and Stable Value

Neeraj Agarwal, Investment Research Analyst

Fixed-income investors limit their opportunity set when they focus on benchmark-tracking or benchmark-hugging strategies. But many investors do it anyway.