Archive

Author Archive for Frank Pape


The Tax Cuts and Jobs Act: 3 Months On

Calculator and pen, signifying preparation of taxes

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.

March 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
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 Talk

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, Tax Talk
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