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Archive for the ‘Portfolio Corner’ Category


Municipal high yield bonds: Why they’re more relevant than ever for your portfolio

One area that continues to draw investors’ attention is the ability of their investments to generate income, especially in this low yield environment. Municipal high yield bonds may be worth a look.

Sep 13, 2018 Categories: Portfolio Corner, Tax Talk
Magician performing a trick, symbolizing idea of need to pay attention to capital gains so don't feel duped at year's end

2018 capital gain distributions: Won’t get fooled again

Capital gain distributions are something that investors often don’t pay attention to until late in the fourth quarter. But several events are coming together to make the tracking and monitoring of capital gain distributions a year-round exercise.

Sep 10, 2018 Categories: Portfolio Corner, Tax Talk
Bull and bear market

Bulls vs. Bears

We believe that possessing the discipline to stay invested through the ups and downs of the market gives a diversified portfolio the best probability of meeting its goals.

Sep 4, 2018 Categories: Portfolio Corner

It takes a village: The challenges of raising an international equity portfolio to a tax-friendly level

We recently shared a podcast on the topic of international tax-smart investing within an equity portfolio—and thought it would be beneficial to recap the highlights of this here as well.

Aug 21, 2018 Categories: Portfolio Corner

Taxable trusts: Fear the reaper

Not all trusts are equal. Taxable trusts—even those with modest taxable income—face the full might of the progressive tax code and would benefit from a tax-smart investment approach. And certain advisors may relish the challenge and rewards that can come with serving these types of accounts. This post will help you brush up on the basics before pursuing such opportunities.

Jul 24, 2018 Categories: Portfolio Corner, Tax Talk

Before you bail on bonds, consider these 4 charts

Rising interest rates have spooked many bond investors. However, history shows that not all bonds are that scary—even when rates are rising.

May 17, 2018 Categories: Portfolio Corner
Helping Advisors blog image of oil pump at sunset

Commodities may be poised for a comeback

Commodities may be set to experience a reversal of fortune—for the better. Here’s why.

May 10, 2018 Categories: Portfolio Corner
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