2022 Tax Outlook: In Pursuit of a Better Mousetrap!

With the narrowest Senate majority, President-elect Joe Biden won’t have much room to pursue aggressive tax reform. What should taxable investors expect this year?

Decluttering Tax Management

Can tax management spark joy? Decluttering tax management and finding the most effective strategy can at least minimize stress.

Tax Change Proposals: Six Things to Keep in Mind

Investors might wonder how the Biden administration’s ambitious proposals might affect their tax burdens. Though the answer remains unclear, these six facts should reduce anxiety.

How Will Biden’s New Infrastructure Plans Affect Investors?

We now know how President Biden proposes to address America’s infrastructure woes, but do we know what that means for investors?

Tax Day: How Investors Can Have Their Cake and Eat It Too

Through an effective tax-managed investment strategy, losses can offset gains, turning a volatile year into another step toward achieving investment goals.

2021 LDI Outlook: Hedge Liabilities Against Heightened Market Sensitivity

It’s not unusual for pension plans to have a sizable mismatch to interest rates and credit spreads. How much might that mismatch hurt in 2021?

2021 Tax Outlook: Tax Policy Likely Takes a Back Seat to Recovery

With the narrowest Senate majority, President-elect Joe Biden won’t have much room to pursue aggressive tax reform. What should taxable investors expect this year?

If Tax Rates Rise Under Biden, Should Investors Realize Gains Now?

Is it better to pay now or pay later? It’s a big tax management decision for investors and advisors as the 2020 election approaches.

If He Wins, How Would Joe Biden’s Tax Plans Affect Investors?

Individual income tax rates might go up. Lower long-term capital gains rates might go away. Ahead of the election, an analysis of what this could mean for portfolios.

With Major Indexes Set for Rebalancing, How Has 2020 Reshaped Passive Investing?

Equity indexes rebalance regularly as the investment landscape changes. How will the COVID-19 pandemic affect the next round?