Tracking the Agg? Why the bond index may not work for investors.

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• White Paper

Oct 15, 2022

Edward Kerschner, Chief Portfolio Strategist

The Agg is more than an index. It’s the basis for financial products that represent large fixed-income allocations for many investors. What’s wrong with that?

Build confidence taking 529 plan distributions

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• White Paper

Jun 21, 2022

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

White paper: When can risk mean opportunity?

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• White Paper

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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• White Paper

Mar 01, 2022

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