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Author Archive for Frank Pape


The taxable downside to improved international stock returns

The taxable downside to improved international stock returns

Many globally-diversified investors are finally being rewarded by better performance only to potentially have those returns eaten up by taxes. How is that possible and what can advisors do to help?

August 8, 2017 Categories: Portfolio Corner
A framework for switching to tax-managed investing

A framework for switching to tax-managed investing

Consider these three factors when evaluating whether to switch to tax-managed solutions now.

Apr 27, 2017 Categories: Portfolio Corner

Tax Day blues? Consider tax-aware investing.

It’s tax (panic) season. Make sure your clients’ taxable assets have a tax-managed approach to help improve their odds of achieving successful outcomes.

Mar 9, 2017 Categories: Portfolio Corner
Trump Tax Plan

Don’t neglect tax-aware investing in light of potential tax cuts. Potential tax reform doesn’t.

Although it’s likely that there will be some form of tax cuts in 2017, the main take away for investors is: Taxes are not going to 0%. Tax-aware investment strategies should still be an important part of investor portfolios.

Dec 15, 2016 Categories: Portfolio Corner
Lurking tax hit in many Non-U.S. Equity Funds

Beware the lurking tax hit in many non-U.S. equity funds

A tax code change made in 2010 has the potential to materially impact after-tax returns in coming years. Non-U.S. equity funds may feel the pinch the hardest.

Aug 23, 2016 Categories: Portfolio Corner
Municipal Bonds: Not all yields are created equal

Municipal Bonds: Not all yields are created equal

For many investors, today’s low interest rate environment increases the need to consider a wide opportunity set to meet yield requirements. For taxable investors – even those who aren’t in the top tax bracket – municipal bond vehicles may help them reach their outcomes.

Jul 5, 2016 Categories: Portfolio Corner
Deduct advisory fees

Can clients deduct your advisory fee?

Did you know that in certain cases your clients may be able to deduct a portion of your advisory fee from their tax return – thereby reducing the fee’s effective rate and helping to address the fee question?

May 17, 2016 Categories: Portfolio Corner
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