Author Archive for Frank Pape

Municipal Bonds: Not all yields are created equal

Municipal Bonds: Not all yields are created equal

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.

Jul 5, 2016 Categories: Portfolio Corner
Deduct advisory fees

Can clients deduct your advisory fee?

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?

May 17, 2016 Categories: Portfolio Corner
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
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