Insights

Liquidity events are creating new portfolio challenges, making tax-aware reinvestment and thoughtful portfolio construction more important than ever.

Entering the second half of 2026, municipal market credit is stable with some signs of sector weakness.

Treasury yields ended May modestly higher on expectations for a higher-for-longer rate environment.

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.

Treasury yields moved modestly higher in April, as markets responded to resilient economic data, elevated inflation readings, and higher energy prices.

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.