Archive

Author Archive for Frank Pape


2018 capital gain distributions: Won’t get fooled again

Magician performing a trick, symbolizing idea of need to pay attention to capital gains so don't feel duped at year's end

Capital gain distributions are something that investors often don’t pay attention to until late in the fourth quarter. But several events are coming together to make the tracking and monitoring of capital gain distributions a year-round exercise.

September 10, 2018 Categories: Portfolio Corner, Tax Talk

Taxable trusts: Fear the reaper

Not all trusts are equal. Taxable trusts—even those with modest taxable income—face the full might of the progressive tax code and would benefit from a tax-smart investment approach. And certain advisors may relish the challenge and rewards that can come with serving these types of accounts. This post will help you brush up on the basics before pursuing such opportunities.

Jul 24, 2018 Categories: Portfolio Corner, Tax Talk
Calculator and pen, signifying preparation of taxes

The Tax Cuts and Jobs Act: 3 Months On

With Tax Day fast approaching, clients may ask how the tax changes will impact their portfolios. This FAQ is designed to help you be prepared.

Mar 15, 2018 Categories: Portfolio Corner, Tax Talk

Putting market pullbacks and “worst” market days in perspective for rattled or complacent clients

Help calm client nerves by putting the recent uptick in U.S. stock market volatility into perspective.

Feb 27, 2018 Categories: Portfolio Corner
U.S. tax form

How might the recent U.S. tax bill impact individual investors?

Capitalize on the current buzz around tax reform to talk to clients and prospects about the potential benefits of a tax-aware approach to investing.

Dec 21, 2017 Categories: Portfolio Corner, Tax Talk
Halloween

Spooked by taxes?

Scared of Halloween ghosts and vampires? Try taxes and the way they sap investment returns for unaware investors.

Oct 31, 2017 Categories: Portfolio Corner, Tax Talk
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?

Aug 8, 2017 Categories: Portfolio Corner, Tax Talk
Millennials are the future.
Engage them now.

Millennial InvestorSubscribe to the Helping Advisors Blog and receive a free copy of the Millennial Investor.

We will only use your email for Helping Advisors Blog updates.