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Posts Tagged ‘tax reform’


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

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
U.S. tax form

How might the recent U.S. tax bill impact individual investors?

Capitalize on the current buzz around tax reform to talk to clients and prospects about the potential benefits of a tax-aware approach to investing.

Dec 21, 2017 Categories: Portfolio Corner, Tax Talk
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