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In-depth investment research and commentary from Litman Gregory and our Research Alliance

Dec 27, 2017 Research Alliance Sell the News on Tax Reform—Guggenheim Investments

The new tax package is causing investors to engage in more aggressive tax-loss selling.

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Dec 21, 2017 Research Alliance Tax Bill Passed: NO FIFO!—Parametric Portfolio Associates

The vote is in, FIFO is out. This is a victory for investors. First-in, first-out accounting would have caused capital gains taxes to increase and would have led to more assets stuck in concentrated portfolios, instead of being appropriately diversified.

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Dec 06, 2017 Research Alliance What’s in a (Socially Responsible Investing) Screen?—Parametric Portfolio Associates

What does a basket of fruit have to do with socially responsible investing? Read our latest blog to learn more about how to use screens in portfolio construction for socially conscious investors.

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Nov 15, 2017 Research Alliance Tax Legislation: What You Need to Know About FIFO—Parametric Portfolio Associates

While all the provisions are still being debated, we think this tax proposal highlights the importance of a systematic tax-management approach all year long. Read our latest post to get caught up on what we know so far, why we think it's happening now, and what it could mean for the future of tax management.

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Nov 15, 2017 Research Alliance Opportunity and Risk in an Unprecedented Market—Guggenheim Investments

Chairman of Investments and Global CIO Scott Minerd joins WealthTrack’s Consuelo Mack for an in-depth discussion on investing in a market distorted by unorthodox monetary policy and vulnerabilities to near-term shocks.

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Nov 09, 2017 Research Alliance Tax Alpha: How to Measure and Maximize—Parametric Portfolio Associates

How do you know if your tax-efficient investment approach is working? One way to quantify your effort is by using our tax alpha equation. It can help illustrate potential outcomes and set realistic expectations based on the market environment.

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Nov 03, 2017 Research Alliance An Acronym-Free Introduction to Responsible Investing—Parametric Portfolio Associates

In our latest post, Jennifer Sireklove explains—in plain English—environmental, social, and governance-focused investment approaches.

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Oct 23, 2017 Research Alliance Match Your Personal Ethics to Your Investments—Parametric Portfolio Associates

Many investors choose to implement socially responsible investing principles in their portfolios. But for something as specific as human trafficking or child labor, is it even possible to properly identify companies that engage in this behavior?

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Jul 27, 2017 Research Alliance Ignore the Cassandra Chorus, Rates Won’t Skyrocket—Guggenheim Investments

As pundits point to the recent market selloff as proof rates are about to skyrocket, it is wise to step back and grasp the big picture.

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Jul 28, 2017 Research Alliance Fed Likely to Stay the Course—Guggenheim Investments

A tightening labor market and near-target inflation will keep the Federal Reserve on track even as fiscal policy sputters.

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