Archive

Author Archive for Frank Pape


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
Blue and orange knots

Tying Form 1040 to potential tax-managed opportunities

A little knowledge from looking through your clients’ completed Form 1040 can provide a great deal of information about investment-related taxes.

Sep 15, 2015 Categories: Portfolio Corner
Tax managed icons

9 key takeaways from our second annual tax-aware survey

9 key takeaways from Russell’s Financial Professional Outlook.

Aug 11, 2015 Categories: The Art of Advising
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