By leveraging specific investment vehicles or accounts, taxable private client and institutional investors can minimize the impact of taxes on their wealth accumulation.

We are often asked, how do we navigate our decisions in our Fundametrics research system during rare, outlier events? This paper provides real-time insight into that question in response to the collapse of Silicon Valley Bank in March 2023.

CornerCap Institutional Research on the benefits of Small-Cap Value in investor portfolios. Style matters over various economic environments. Small-cap value does better than small-cap growth in most macro regimes.