Opportunities to minimize taxes and maximize investment returns should be top of mind for investors and their advisors. Mindful tax planning involves a variety of strategies; approaches that utilize a metric known as tax alpha can aid investors and their advisors through practices such as capital gains budgeting, which can mitigate the surprise of an unexpected tax bill […]
In a universe where asset classes that were once uncorrelated are now showing great correlation, investors and their advisors can leverage alternatives to potentially achieve diversification objectives. Alternatives come in many sizes and flavors […]
Although Modern Portfolio Theory posits that investors are inherently rational, the discipline of behavioral finance tells a different story of investor irrationality. This behavior has the potential to cost investors’ returns and may wreak havoc on their goals […]
If you’re like most advisors, you’re perpetually pressed for time. Imagine how a 10 hour boost of productivity could help. That’s what you could potentially gain by utilizing outsourced investment management in the form of third-party asset management platforms (TAMPs), which are increasingly demonstrating that they are more than ready for prime time […]
As the cost of a college education continues to rise, you may be concerned about how you can pay for your children’s college education. Fortunately, Section 529 Plans offer a compelling combination of tax advantages, investment growth opportunities, estate planning options, flexibility and control. These benefits make them an attractive […]
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