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Archive for the ‘Tax Talk’ 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.

September 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

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

Three tax-management charts every advisor should study in 2018

On the fence about the potential benefits of tax-smart investing? These three charts may help you decide.

Jul 9, 2018 Categories: Tax Talk
Helping Advisors blog image of man calculating taxes, signifying tax-managed investing strategies

Three typical approaches to tax-managed investing. And why they’re wrong.

If you’re not paying attention to tax drag on taxable investments, you’re almost certainly paying the price.

Apr 26, 2018 Categories: Portfolio Corner, Tax Talk
Calculator and pen, signifying preparation of taxes

The Tax Cuts and Jobs Act: 3 Months On

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.

Mar 15, 2018 Categories: Portfolio Corner, Tax Talk
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
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