Why You Shouldn’t Time Tax Hikes With Munis
December 11, 2020
Even when you’re sure a tax hike is coming; we believe you probably should avoid making any hasty decisions about your exposure to
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Even when you’re sure a tax hike is coming; we believe you probably should avoid making any hasty decisions about your exposure to
Investors need to understand how their strategies can handle market downturns, especially when market prices are rising despite bearish economic evidence. Tactical high
Investors that seek to boost investment income might consider tactical high yield strategies, as they have historically offered attractive cash flows and a
In simple univariate tests, the disposition effect for a stock nearly disappears if the portfolio is at a gain. We find a large
We have information for investors who are rightly skeptical of today’s bond market and tilting their portfolios toward stocks. What we’re offering is
We believe investors looking to earn tax-exempt income while actively managing downside risk should consider tactical trend following strategies in high yield municipal
An eye-catching rise in corporate default rates has investors wondering whether now is a good time to invest in high-yield corporate bonds. We
The municipal bond asset class shocked investors in March of 2020 by delivering their sharpest drawdown in at least 5 years. In only
As interest rates hit record lows, some investors argue that bonds are no longer a useful diversification tool. Howard Lindzon of StockTwits and
When considering an investment for inclusion in a portfolio, it can be helpful to look at a few summary statistics. Annualized Return gives
After screeching to a halt in March and April, the global economy has begun to show signs of forward progress. In day to
Diversifier strategies seek to strengthen portfolios by functioning as a separate asset class, distinct from stocks and bonds. They target investment returns that
[We open on the interior of an office, where a single investment professional sits at a trading station. The NARRATOR enters stage right.]
The addition of tactical trend following in fixed income can greatly benefit a traditional stock-and-bond portfolio. In How To Shelter from Macro Shocks,
February 10th, 2020, SAN DIEGO – CP ETFs, a quantitative ETF provider specializing in defensive diversifier strategies, today announced the launch of the
A common rule of thumb (or, in academic-speak, “heuristic”) is leading investors to see too much promise in too many firms. This mistake
Amid concerns about slowing economic growth and the U.S. national debt, investors are again wondering what might happen to their portfolios in a
Bond investors and their advisors’ attitude toward interest rate risk tends to fluctuate over time. Sometimes, it’s a major consideration – other times,
Mutual Funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges and expenses of the funds managed by Counterpoint Funds. This and other important information about the funds is available in their prospectuses, which can be obtained at counterpointfunds.com or by calling 844-273-8637. The prospectuses should be read carefully before investing. The Counterpoint Funds fund family is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. To reach the Counterpoint sales team, please refer to our contact page.
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