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Financial Advisor
November 2004
David A. Twibell
Understanding Exchange Funds Diversify clients' concentrated positions while deferring taxes with exchange funds. mark for My Articles similar articles
Financial Planning
July 1, 2005
David A. Twibell
Too Much of a Good Thing To avoid considerable risk, clients with a large part of their wealth tied up in one company's stock need to diversify or hedge these concentrated positions. mark for My Articles similar articles
Investment Advisor
November 2007
Susan L. Hirshman
Too Much of a Good Thing Financial advisors know the damage that can occur from concentrated positions, but do their clients? The time may be right to have the "concentrated positions" talk with them. mark for My Articles similar articles
Financial Advisor
September 2008
Andrew Dodds
Uphill Climb The catastrophic losses suffered by Bear Stearns employees should serve as a wake-up call for all financial advisors. Investment portfolios intended for retirement must be adequately diversified. mark for My Articles similar articles
Financial Planning
September 1, 2005
Kathy Gevlin
Bookshelf Managing Concentrated Stock Wealth: An Advisor's Guide to Building Customized Solutions, by Tim Kochis shows advisers how to minimize risk and maximize opportunities for clients with a significant portion of their wealth in one stock. mark for My Articles similar articles
Financial Planning
January 1, 2013
Joseph Lisanti
Concentrated Effort: Investing in Focused Funds Having a lot of stocks in a portfolio reduces risk, but holding a limited number of positions can produce home runs. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2003
Thayne Needles
Review the Fundamentals of Section 1031 Like-Kind Exchanges Taxpayers planning to sell, purchase, or construct real property should review the possibility of conducting an Internal Revenue Code Section 1031 like-kind exchange to defer the incurrence of federal and general state income taxes on the capital gain. mark for My Articles similar articles
Financial Advisor
September 2004
Alyn Ackermann
Defying Diversification Advisors already contend with senior executives holding dangerously concentrated positions in their company's stock-and it may get worse. mark for My Articles similar articles
The Motley Fool
November 8, 2006
Dan Caplinger
Forget About Taxes! Don't let tax considerations stop you from making good investing decisions. mark for My Articles similar articles
The Motley Fool
January 5, 2010
Dan Caplinger
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting. mark for My Articles similar articles
Financial Planning
June 1, 2007
David E. Adler
Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2006
Len Jarrott
Considering CRTs Charitable remainder trusts are an exit option for commercial property owners. mark for My Articles similar articles
Financial Planning
December 1, 2005
Michael Provine
A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2005
Chuck Wise
End-Game Strategies Most commercial real estate investors are clear on the benefits of owning income property, but many underestimate the importance of creating an end-game strategy for the timely and favorable disposition of their assets. Here's how commercial real estate professionals can help. mark for My Articles similar articles
Financial Advisor
August 2008
Ken Ziesenheim
The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that. mark for My Articles similar articles
Financial Advisor
December 2004
Joel P. Bruckenstein
Challenging Your Most Basic Assumptions The new book The Investment Think Tank makes you rethink some fundamental financial advisory principles. With its unique blend of the theoretical, practical and futuristic financial ideas, the book is sometimes controversial but never boring. mark for My Articles similar articles
The Motley Fool
April 22, 2005
Roy Lewis
How to Calculate a Holding Period Here are some tips on long-term and short-term gains and losses. mark for My Articles similar articles
BusinessWeek
June 21, 2004
Anne Tergesen
Letting Go Of Your Big Winner You've made a fortune on one stock. But now is the best time in decades to diversify. mark for My Articles similar articles
National Real Estate Investor
May 1, 2005
Todd R. Pajonas
Five Misconceptions of 1031 Exchanges The five biggest misconceptions that cause real estate investors to miss out on the advantages and the tax savings afforded by structuring their transactions as an exchange. mark for My Articles similar articles
The Motley Fool
August 17, 2010
Dan Caplinger
This Trap Could Cost You Thousands ETFs can be useful, but you may not be as diversified as you think. mark for My Articles similar articles
The Motley Fool
November 3, 2009
Dan Caplinger
The Winning Recipe for Your Portfolio If you want to be successful, here's what you need. mark for My Articles similar articles
Registered Rep.
May 1, 2004
Kevin McKinley
Taking the Ax Out of Tax An advisor knows a big payday is in the offing if he can prove himself indispensable in figuring out how to get the client the money he needs while helping him cut his tax bill when selling highly appreciated assests. A look at private annuity trusts. mark for My Articles similar articles
Financial Advisor
September 2008
Kenneth P. Brier
Political Winds With current low tax rates on capital gains and dividends likely targets in any tax debate, it may be a good time for advisors and their clients to consider taking action. mark for My Articles similar articles
The Motley Fool
July 23, 2008
Dan Caplinger
Be Smart About Taking Profits Deciding when to take some profits off the table is a harder question than figuring out when to sell your whole position. Read on for some tips. mark for My Articles similar articles
Financial Planning
March 1, 2005
O'Toole & Steiny
The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up? mark for My Articles similar articles
Registered Rep.
May 1, 2005
Paul Bouchey
Starting at the End In a goals-based approach to financial planning, the overriding factor in choosing investments is how the proceeds from the investments will be used. The client's risk tolerance comes into play only when viewed through the lens of his goal for a particular investment. mark for My Articles similar articles
Financial Advisor
October 2010
Steve Parrish
Time To Rebuild Financial advisors can help battered business owners plan for the future. mark for My Articles similar articles
Financial Planning
May 1, 2005
Russell Wild
To Reinvest or Not to Reinvest Advisers have strong opinions on what to do with dividends and capital gains. But the choice may not be either-or. mark for My Articles similar articles
Financial Planning
January 5, 2008
Donald Jay Korn
Zero Can Be Positive High-income clients who want to avoid tax on investment income can put their money into municipal bonds and funds for tax-exempt interest. As of 2008, there's a new way to get a break. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2006
McCready et al.
A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral. mark for My Articles similar articles
Real Estate Portfolio
Jan/Feb 2003
For Diversification, It Isn't Home Sweet Home Jack Goodman provides economic and demographic research to the real estate industry through his firm, Hartrey Advisors. Goodman shared his thoughts on the diversification benefits of home ownership versus REITs. mark for My Articles similar articles
On Wall Street
November 1, 2010
David Lau
With Taxes Rising, The Rich Take The Hardest Hit Using tax-deferral strategies which can potentially improve returns without increasing risk, will rise in importance and the tax-efficient frontier will emerge as an important new financial landmark. mark for My Articles similar articles
Financial Advisor
March 2006
J. Michael Martin
Passive Is Not Enough Active portfolio management provides a great opportunity to grow your financial advisory practice. mark for My Articles similar articles
Real Estate Portfolio
Jul/Aug 2004
Christopher M. Wright
Q&A with Jeremy Siegel The Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania weighs in on his long-term bullish outlook and the prospects he sees for REIT stocks. mark for My Articles similar articles
Financial Advisor
December 2003
Don Schreiber Jr.
Examining The Dividend Tipping Point Tax law changes make dividend-paying stocks the choice for the future. mark for My Articles similar articles
Financial Planning
May 1, 2006
From Accumulation to Distribution How do you make a retirement portfolio produce consistent cash flow? Very, very carefully -- and with an eye toward preventing market drops from draining assets. Harold Evensky explains his preferred method in this chapter from his new book, co-edited with Deena Katz. mark for My Articles similar articles
Financial Planning
December 1, 2010
Matt Brady
Timing Is Everything The era of historically low income tax rates, when investors enjoyed a maximum tax rate of 15% on long-term capital gains is likely coming to a close. In 2011, federal tax rates will likely revert to higher levels, with more increases expected in 2013 and afterward. mark for My Articles similar articles
Financial Planning
September 1, 2005
Horn & Sturiale
Do Your Investments Play Nice? Advisers and consultants spend a great deal of time helping retirement plan clients construct investment portfolios. Here's a quantitative look at diversification using the Schwab Portfolio Diversification Measure. mark for My Articles similar articles
Financial Planning
September 1, 2009
Geoff Considine
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. mark for My Articles similar articles
Financial Advisor
August 2008
Roy Diliberto
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Matthew Bechard
Homeownership and REITs Jack Goodman shares his thoughts regarding the diversification benefits of home ownership versus REITs. mark for My Articles similar articles
Financial Planning
February 1, 2006
John Nersesian
Hatching a Nest Egg As the baby boomers approach retirement, financial planners will have to shift their focus from accumulation to distribution. Here's what matters. mark for My Articles similar articles
Registered Rep.
September 7, 2015
Kevin McKinley
Eight Outside the Box Risk Categories Here are eight outside the box situations that may signal it's time to take a more cautious approach to investing and allocating clients' assets. mark for My Articles similar articles
Financial Advisor
June 2006
Bruce W. Fraser
Sleeping Giants Companies and investors are waking up to dividends -- but will it last? mark for My Articles similar articles
Registered Rep.
October 1, 2005
Stan Luxenberg
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. mark for My Articles similar articles
Financial Planning
March 1, 2007
Suzanne McGee
The Right Collar Equity derivatives can keep risk-averse clients comfortable while their wealth stays in the market. Some advisors are pushing the concept of the equity collar into uncharted waters. mark for My Articles similar articles
Financial Planning
January 1, 2005
Jennifer A. Liptow
White Paper According to a study by university researchers, stock picks of concentrated investors (those holding one or two stocks) outperform those of diversified investors (those with three or more stocks) by about one percentage point over the year following a stock purchase. mark for My Articles similar articles
On Wall Street
November 1, 2009
Elizabeth Wine
Executive Clients: Taking Stock of Their Portfolios One of the top issues advisors to corporate executive clients grapple with is persuading their clients to diversify their portfolios. mark for My Articles similar articles
The Motley Fool
June 14, 2008
Todd Wenning
The Right Stocks for Your IRA We have to pay taxes on our IRA investments at one point or another. The secret is not overpaying so that you keep more of what's rightfully yours. These stocks will help you do that. mark for My Articles similar articles
The Motley Fool
November 6, 2009
Dan Caplinger
3 Investments That Will Cut Your Taxes Let's talk about some investments that get preferential treatment from the tax man. mark for My Articles similar articles