Archive

Author Archive for Frank Pape


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

U.S. tax form

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.

December 21, 2017 Categories: Portfolio Corner
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
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
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
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