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.
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.
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?
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.
Don’t let a “set-it-and-forget-it” approach to investments unintentionally be “setting it and forgetting it” when it comes to taxes.
A little knowledge from looking through your clients’ completed Form 1040 can provide a great deal of information about investment-related taxes.
9 key takeaways from Russell’s Financial Professional Outlook.