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Posts Tagged ‘tax talk’


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

U.S. tax form

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.

December 21, 2017 Categories: Portfolio Corner
Two plants of differing sizes, symbolizing differences from yield vs. total return approach

Tax-implications of yield vs. total return approaches to drawing income

Income-seeking investors face slim pickings in today’s low-yield environment. Make sure your clients aren’t reaching for yield beyond their risk tolerance and help them choose an investment approach designed to maximize their after-tax income.

Nov 30, 2017 Categories: Portfolio Corner
Halloween

Spooked by taxes?

Scared of Halloween ghosts and vampires? Try taxes and the way they sap investment returns for unaware investors.

Oct 31, 2017 Categories: Portfolio Corner
Municipal bonds

Is tax-reform a threat to tax-exempt bonds?

Many muni bond investors worry about the impact of potential tax reform. In contrast, we see 7 reasons why Munis may be unaffected by the new tax regime.

Aug 23, 2017 Categories: Portfolio Corner
The taxable downside to improved international stock returns

The taxable downside to improved international stock returns

Many globally-diversified investors are finally being rewarded by better performance only to potentially have those returns eaten up by taxes. How is that possible and what can advisors do to help?

Aug 8, 2017 Categories: Portfolio Corner
A framework for switching to tax-managed investing

A framework for switching to tax-managed investing

Consider these three factors when evaluating whether to switch to tax-managed solutions now.

Apr 27, 2017 Categories: Portfolio Corner

Tax Day blues? Consider tax-aware investing.

It’s tax (panic) season. Make sure your clients’ taxable assets have a tax-managed approach to help improve their odds of achieving successful outcomes.

Mar 9, 2017 Categories: Portfolio Corner
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