Archive for the ‘Portfolio Corner’ Category

The Tax Cuts and Jobs Act: 3 Months On

Calculator and pen, signifying preparation of taxes

With Tax Day fast approaching, clients may ask how the tax changes will impact their portfolios. This FAQ is designed to help you be prepared.

March 15, 2018 Categories: Portfolio Corner, Tax Talk

Putting market pullbacks and “worst” market days in perspective for rattled or complacent clients

Help calm client nerves by putting the recent uptick in U.S. stock market volatility into perspective.

Feb 27, 2018 Categories: Portfolio Corner

U.S. stocks still appear expensive

The volatile markets of early February barely eased stretched U.S. equity valuations. Global diversification is likely to help investors stay the course.

Feb 15, 2018 Categories: Portfolio Corner
Preparing for tax season

Despite TCJA, tax-aware investing still matters

The recent tax law changes don’t change the fact that taxes likely take a bite out of non-qualified investment portfolios.

Feb 6, 2018 Categories: Portfolio Corner, Tax Talk
Bloomberg Barclays U.S. Aggregate Bond Index

3 approaches to preparing a bond portfolio for rising interest rates

Rising interest rates are not a reason to bail on bonds. Rather, it’s an opportunity to consider diversifying bond exposure.

Feb 1, 2018 Categories: Portfolio Corner
Dartboard with arrows near center, signifying precision of model strategies

How precise is your professionally-managed model?

The models you choose should offer much more than strategic asset allocation. They should offer truly dynamic tactical adjustments and a level of precision that works to gather in more upside opportunities and minimize uncompensated risks.

Jan 23, 2018 Categories: Portfolio Corner

2017, The Answer to Why You Stay Invested

2017 proved to be a strong year for many investors, especially those with a diversified, global focus. Following is a quarter-by-quarter recap.

Jan 4, 2018 Categories: Portfolio Corner
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