Nisha Patel, CFA

More Is More: Combining Corporates and Munis in Laddered Bond Strategies

Take advantage of municipal and corporate bonds’ combined strength. Read how one blended portfolio strategy can provide the best of both worlds.

Active Tax Loss Harvesting in Fixed Income: Checking In at Midyear

So far this year, the volatile trajectory of bond yields and the relative weakness of municipal bonds have offered a valuable opportunity to harvest tax losses.

Customize to Optimize: Combining Fixed Income and Direct Indexing

Customize with direct indexing to optimize your fixed income portfolios. Read how two powerful strategies make one compelling combination.

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

Learn how an “all weather” approach to fixed income tax loss harvesting helps to add value in any market climate.

Tax Optimized Ladders: Elevating Taxes as a Crucial Element of Customization in Fixed Income Portfolios

Tax optimized ladders can help fixed income investors focus on what they earn and what they keep. Learn how.

Is Your Fixed Income Manager Delivering Tax Alpha?

Tax loss harvesting remains a reliable strategy for adding value in any market environment.