In this three-minute video, Matt Kuss, Director and Client Portfolio Strategist with Schwab Asset Management®, answers four key questions that advisors have been asking about active fixed income strategies in the current environment and how to implement these strategies within their clients’ portfolios.

Dividend-paying stocks can potentially support client portfolios amid market volatility and inflation. Get the client-approved chart.

We think tax-equivalent municipal bond yields look attractive, particularly for investors in top tax brackets. Use this chart to talk with your clients about the opportunity.

International stocks are off to their best start to a year in a quarter century, supported by pro-growth policy shifts. Get this client-friendly chart to learn more.

An overview of Repurchase Agreements and how they are used in Money Market Funds.

Worried about your client’s mega-cap stock concentrations? Consider complementing their holdings with fundamentally weighted index strategies. Learn more.

Advisors are often tasked with helping clients diversify their concentrated stocks positions. Direct indexing offers customization and tax-efficient investing to potentially help mitigate portfolio concentration risk. Learn more in this article.

Given the clouded outlook for 2025, now might be a good time to ensure that your clients are sufficiently allocated to bonds. This chart could help start the conversation.

Given the complexity of current municipal bond market dynamics, an actively managed investment strategy that seeks relative value opportunities may be a solid choice.