Emerging market equities continue to struggle relative to other asset classes, but there are still important considerations in this area for long-term investors.
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.
Market performance varied month to month in the first quarter of 2014, but for the most part, diversified and balanced portfolios were rewarded.
When trying to “wow” top clients and create unique client experiences, remember to start with the client in mind – not the experience.
In honor of April Fools’ day, remember this lesson in investor behavior about too-good-to-be-true investments.
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.
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.