A rules-based strategy and a move into BB-rated corporate bonds may benefit fixed income investors who are wary of the current yield environment.

Through an effectively structured tax-managed investment strategy, investors can meet goals even in a challenging year like 2020. The savvy investor uses losses now to offset gains later, thus managing their tax burden.

An ETF may be a tax-efficient option for the taxable investor—but a custom SMA can be even better. Learn what else this choice can provide.