Is tax drag holding your clients back?
The world of politics and political maneuvering never ceases to amaze us.
Taxable assets make up nearly half of the U.S. mutual fund universe. Helping your clients reduce the tax bite on these assets could help you differentiate your value proposition.
With potential tax increases on the horizon, advisors can take steps now to minimize the impact of any changes in tax policy.
We believe now is as good a time as any to do a portfolio assessment. Here’s why investors and their advisors shouldn’t lose sight of how diversification and taxes affect portfolio returns.
Two months into one of the most disruptive crises of our lifetimes, we have all become accustomed to words and phrases such as unprecedented, severe, social distancing, etc. Although these words are perhaps less jarring than they were prior to the onset of the coronavirus outbreak, they truly do capture the impact of this health crisis on the economy, now and in the years to come.
Taxes are going to cost you a lot this year. By how much, you're wondering? Let’s start first by looking back.
Here’s how you can slay the tax beast and help your clients minimize the impact of taxes.
Robert Kuharic, Investment Strategist, shares 3 key numbers tax-smart advisors should know that illustrate the tax pain reality of 2018.