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Tax-efficient investing should include the following components: tax-efficient instruments, an investment style capable of providing most returns through long-term capital gains, and sophisticated optimization to maximize the after-tax risk adjusted return.  New Frontier has all three: tax-efficient ETFs, a moderate turnover strategy that rarely issues short-term capital gains, and an optimized full-portfolio solution that goes well beyond simply substituting municipal for taxable bonds.

Recent market volatility after years of stable growth in US markets has shaken the faith of some investors. However, our analysis shows that historically, staying invested through volatile periods has provided superior returns when compared to selling when volatility rises and reinvesting later. Some of the greatest upside returns have happened shortly after volatility spikes, and investors who have pulled out have missed out on important opportunities for portfolio gains.