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Latest Market Updates
Our Recommended Solution for Aggregating Capital Gains Distribution Estimates
BlackRock's Tax Evaluator tool is our recommended solution for aggregating capital gains distribut ...
Quarterly Update—Baron Funds
Read quarterly letters from Chairman & CEO Ron Baron, President Linda Martinson, and all the B ...
Osterweis Fund and Osterweis Growth & Income Fund Q3 Advisor Webinar—REPLAY
Listen to the Osterweis Fund and Osterweis Growth & Income Fund Q3 Advisor Webinar replay.
What Is Going on with China?
The risks to investing in China have increased, but at this juncture, we still think our overall a ...
"Stagflation" to Replace "Transitory" as Economic Word of the Year?
There has certainly been a spike in references to stagflation in the financial news: But what is s ...
An Update on Inflation
Core inflation data have been higher than we expected to see at this point, but a meaningful porti ...
Potential Tax-Rate Changes and the Implications for Corporate Profits
Once it becomes clearer what type of tax rate increase is going to pass, the market will respond. ...
Interval Funds
Interval funds is a very interesting space and we’re encouraged by the growth there, with an incre ...
Is It Too Late to Move into Flexible Bonds?
Given where we sit today, there’s less total-return opportunity in the flexible bond strategies we ...
Third Quarter 2021 Attribution Summary
During the third quarter, our tactical asset allocation positions added value in our more conserva ...
Portfolio Update: Changes to Tax-Sensitive Recommendations
We are making changes to our recommended municipal bond allocations. These are not time-sensitive ...
