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.
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.
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.
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?
Did you know taxable trusts can potentially benefit from a tax-managed investment approach? We’ll help you brush up on the basics before pursuing such opportunities.
Flat market returns did not necessarily mean low taxes for mutual fund investors in 2015. Make sure you’re prepared for some potentially tough conversations ahead.
U.S. equity markets (represented by the S&P 500® Index) ended 2015 essentially flat, causing some investors to question the utility of being – and staying – invested. Some exhibits and stats can help combat that sentiment.