Save the date for Tax Freedom Day

Bid cage

Use this amusing anecdote to remind clients of the potential impacts of taxes, and begin a conversation around the possible benefits of tax-managed investing.

April 15, 2014 Categories: Portfolio Corner
Consider this emerging markets

Emerging markets: Lagging the broader markets. For now.

Emerging market equities continue to struggle relative to other asset classes, but there are still important considerations in this area for long-term investors.

Apr 10, 2014 Categories: Portfolio Corner
March 2014 Markets in Perspective

Markets in perspective: A choppy first quarter of the year

Market performance varied month to month in the first quarter of 2014, but for the most part, diversified and balanced portfolios were rewarded.

Apr 8, 2014 Categories: Portfolio Corner
Checklist

Stop inviting vegetarians to steak dinners!

When trying to “wow” top clients and create unique client experiences, remember to start with the client in mind – not the experience.

Apr 3, 2014 Categories: The Art of Advising
Court jester hat

A fool and his money: A lesson in investor behavior

In honor of April Fools’ day, remember this lesson in investor behavior about too-good-to-be-true investments.

Apr 1, 2014 Categories: The Way Back Machine
Help clients manage the market cycle of emotions

Helping your clients manage through the market cycle of emotions

The markets have cycles and investors’ emotions do too. Help your clients be aware of the market cycle of emotions so you can also help them manage through them.

Mar 27, 2014 Categories: The Art of Advising
Tax efficient municipal bond fund chart

How tax efficient is your municipal bond portfolio?

Tax-exempt bond products are at the core of many tax-aware investors’ portfolios. But don’t be fooled – just because a product may be labeled “tax-exempt,” it may not necessarily offer tax-free returns. Generating capital gains can lead to tax distributions, even in municipal bond products. Here are a few items you may want to check on before choosing such a product.

Mar 25, 2014 Categories: Portfolio Corner

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