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Posts Tagged ‘taxes’


2018 capital gain distributions: Won’t get fooled again

Magician performing a trick, symbolizing idea of need to pay attention to capital gains so don't feel duped at year's end

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.

September 10, 2018 Categories: Portfolio Corner, Tax Talk

It takes a village: The challenges of raising an international equity portfolio to a tax-friendly level

We recently shared a podcast on the topic of international tax-smart investing within an equity portfolio—and thought it would be beneficial to recap the highlights of this here as well.

Aug 21, 2018 Categories: Portfolio Corner

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
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
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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