Archive

Author Archive for Frank Pape


Taxable trusts 1041 form

Advisor opportunity: Taxable trusts

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.

Feb 18, 2016 Categories: Portfolio Corner

2015 Capital Gains: Low returns did not equal low taxes

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.

Feb 9, 2016 Categories: Portfolio Corner
Climbing stairs

2015: Up, down, up = flat returns

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.

Jan 14, 2016 Categories: Economic Insights
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – 3 indicators to watch heading into 2016

The Fed’s 2016 interest rate policy will likely be watched by many investors. Track these three indicators to get a sense of what the Fed is watching.

Dec 29, 2015 Categories: Economic Insights
Taxes piggy bank

2015 capital gain distributions: Start the conversation before tax bills arrive

As the year comes to a close, are you and your clients prepared for the 2015 capital gain distributions that many mutual funds may pay out before year-end?

Nov 10, 2015 Categories: Portfolio Corner
Harvesting

6 ways many investors mess up tax-loss harvesting

The recent market volatility has many advisors reviewing client portfolios for opportunities to harvest or recognize any possible losses. In doing so, make sure you don’t fall prey to six common tax-loss harvesting traps.

Oct 13, 2015 Categories: Portfolio Corner

What might tax liability mean to you?

Don’t let a “set-it-and-forget-it” approach to investments unintentionally be “setting it and forgetting it” when it comes to taxes.

Sep 29, 2015 Categories: Portfolio Corner
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