Insights

We believe that periods of higher bond market volatility demonstrate the need for proactive tax loss harvesting and tax-loss crossing in bond portfolios throughout the year, rather than waiting until tax-season or year-end.

California’s proposed wealth tax faces significant political, legal, and administrative obstacles and is unlikely to be enacted.

The investment grade Technology sector is in transition, moving from a net cash position to potentially the largest borrower in the IG corporate bond market.

Prudent investors can employ strategies to mitigate the impact of these technicals and identify the best after-tax opportunities.

Breckinridge’s latest Sustainable Investing Education Session explored business risks and opportunities associated with human rights policies and practices.

Evolving secular trends combined with maturing business cycle dynamics and elevated valuation multiples would suggest investors take a more defensive stance in their equity portfolios.

The voluntary insurance market and state and local governments seek to adapt and increase resiliency in the face of a changing climate.

AI-driven data center growth is increasing water demand, especially in water-stressed regions, with electricity generation driving most water use.