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Financial Advisor November 2004 David A. Twibell |
Understanding Exchange Funds Diversify clients' concentrated positions while deferring taxes with exchange funds.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
The Motley Fool November 8, 2006 Dan Caplinger |
Forget About Taxes! Don't let tax considerations stop you from making good investing decisions.  |
The Motley Fool January 5, 2010 Dan Caplinger |
Don't Let This Destroy Your Financial Future How to lessen the tax man's sting.  |
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.  |
Commercial Investment Real Estate Nov/Dec 2006 Len Jarrott |
Considering CRTs Charitable remainder trusts are an exit option for commercial property owners.  |
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.  |
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.  |
Financial Advisor August 2008 Ken Ziesenheim |
The Real Thing Investment returns need to be evaluated after taxes, expenses and inflation -- but few do that.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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?  |
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.  |
Financial Advisor October 2010 Steve Parrish |
Time To Rebuild Financial advisors can help battered business owners plan for the future.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor March 2006 J. Michael Martin |
Passive Is Not Enough Active portfolio management provides a great opportunity to grow your financial advisory practice.  |
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.  |
Financial Advisor December 2003 Don Schreiber Jr. |
Examining The Dividend Tipping Point Tax law changes make dividend-paying stocks the choice for the future.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor August 2008 Roy Diliberto |
Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.  |
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.  |
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.  |
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.  |
Financial Advisor June 2006 Bruce W. Fraser |
Sleeping Giants Companies and investors are waking up to dividends -- but will it last?  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |