Archive

Posts Tagged ‘tax talk’


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

Municipal 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.

August 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
Muni bond outlook

Setting expectations for taxable clients in 2017

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

Dec 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
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