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Posts Tagged ‘tax talk’


Setting expectations for taxable clients in 2017

Muni bond outlook

Municipal bonds may help taxable portfolios weather potentially volatile markets in 2017 as capital markets adjust to the new Administration’s policies and approaches.

December 29, 2016 Categories: Portfolio Corner
Trump Tax Plan

Don’t neglect tax-aware investing in light of potential tax cuts. Potential tax reform doesn’t.

Although it’s likely that there will be some form of tax cuts in 2017, the main take away for investors is: Taxes are not going to 0%. Tax-aware investment strategies should still be an important part of investor portfolios.

Dec 15, 2016 Categories: Portfolio Corner
Lurking tax hit in many Non-U.S. Equity Funds

Beware the lurking tax hit in many non-U.S. equity funds

A tax code change made in 2010 has the potential to materially impact after-tax returns in coming years. Non-U.S. equity funds may feel the pinch the hardest.

Aug 23, 2016 Categories: Portfolio Corner
Municipal Bonds: Not all yields are created equal

Municipal Bonds: Not all yields are created equal

For many investors, today’s low interest rate environment increases the need to consider a wide opportunity set to meet yield requirements. For taxable investors – even those who aren’t in the top tax bracket – municipal bond vehicles may help them reach their outcomes.

Jul 5, 2016 Categories: Portfolio Corner
Deduct advisory fees

Can clients deduct your advisory fee?

Did you know that in certain cases your clients may be able to deduct a portion of your advisory fee from their tax return – thereby reducing the fee’s effective rate and helping to address the fee question?

May 17, 2016 Categories: Portfolio Corner
Tax under magnifying glass

NIIT-picking

Investment taxes, like the NIIT, can take a bite out of investors’ returns. Make sure you’re aware of to whom and how it applies to best help your clients maximize their after-tax returns.

Apr 12, 2016 Categories: Portfolio Corner
1099-div tax form

You say “volatility.” I say potential “tax opportunity.”

Market volatility may represent a silver lining for tax-sensitive investors. Make sure you’re seizing those opportunities, as appropriate, for your clients.

Mar 17, 2016 Categories: Portfolio Corner
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