Abnormal Returns

FEBRUARY 21, 2024

awealthofcommonsense.com) Taxes Do you know how to pay taxes on your Series I savings bonds? whitecoatinvestor.com) Personal finance Stock picking is not the same thing portfolio managment. (morningstar.com) 11 financial mistakes to avoid including 'Not carrying umbrella coverage.' In fact, it's a distraction.

Retirement 275

Retirement Retirement Planning Portfolio Management Financial Advisor 275

Harness Wealth

JANUARY 29, 2025

Tax-loss harvesting is a powerful strategy that investors can use to reduce their taxable income. This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. Table of Contents What is tax-loss harvesting?

Taxes 52

Taxes Assets Sales Portfolio 52

The Big Picture

FEBRUARY 5, 2025

What percentage of your portfolio should be allocated? I’m Barry Ritholtz, and on today’s edition of At the Money, We’re going to discuss how you should think about investing your money in hedge funds To help us unpack all of this and what it means for your portfolio. Most hedge fund strategies are tax-inefficient.

Taxes 148

Taxes Portfolio Management Investments 148

Nerd's Eye View

OCTOBER 2, 2023

Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Communication 246

Communication Portfolio Management Clients Tax Planning 246

Alpha Architect

AUGUST 5, 2024

As a result of the trading required to capture the premiums that drive factor strategies investors may face significant tax liabilities. The challenge for the portfolio manager is to incorporate tax-efficient trading practices at each rebalance to mitigate tax impacts and ultimately avoid sacrificing excess returns.

Taxes 86

Taxes Portfolio Management Portfolio Management 86

The Big Picture

APRIL 6, 2023

Our core portfolios are built from mutual funds and ETFs – we are not individual stock pickers. We own individual stocks that are in our portfolio mutual funds. Active portfolio management strategy? RWM runs over $3 billion in client assets. Yet that is what these releases imply to their readers. No one spoke to me.

Wealth Management 279

Wealth Management Portfolio Management Clients Portfolio 279

Nerd's Eye View

JANUARY 22, 2024

In the early days of wealth management, a financial advisor's value proposition was relatively explicit, typically focusing on a limited range of portfolio management activities (e.g., selling and trading) or on sales-oriented advice that centered on implementing insurance products.

Financial Advisor 246

Financial Advisor Insurance Coverage Estate Planning Charitable Planning 246

Darrow Wealth Management

FEBRUARY 9, 2025

So historically, every $1 million invested would yield annual dividend income of $19,800 on average… before tax. If you own 10,000 shares, you receive $40,000 in dividend income (before taxes) and have a portfolio currently worth $2M. Dividend paying stocks and funds can be a great addition to a portfolio.

Retirement 67

Retirement Asset Allocation Taxes Portfolio 67

A Wealth of Common Sense

SEPTEMBER 26, 2024

The Roth Man himself, Bill Sweet, joined me on the show this week to discuss questions about taxes in marriage, retirement withdrawal strategies, the tax implications of selling farmland and how to manage tax rates in early retirement.

Retirement 121

Retirement Planning Portfolio Management Taxes 121

Nerd's Eye View

JULY 3, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)

Estate Planning 246

Estate Planning Clients Media Wealth Management 246

Nerd's Eye View

SEPTEMBER 19, 2022

Eventually, as client relationships grew to be more ongoing and less transactional, financial planning grew to encompass other areas of clients’ financial lives, such as taxes and estate planning.

Financial Planner 245

Financial Planner Certified Financial Planner Financial Planning CFP 245

Advisor Perspectives

DECEMBER 26, 2023

Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs.

Asset Allocation 105

Asset Allocation Portfolio Management Tax Planning Financial Planning 105

Abnormal Returns

MAY 22, 2023

advisorperspectives.com) Direct indexing involves two parts: index construction and portfolio management. riaintel.com) What financial advisers need to know about clean energy home tax credits. wealthmanagement.com) Going solo Three questions to ask before launching a new advisory practice. financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Ron A. Rhodes

AUGUST 6, 2023

I have increasingly witnessed registered investment adviser (RIA) firms, as well as brokerage firms, generally disavow (often in their client services agreement) any duty to manage the investment portfolios of…

Portfolio 61

Portfolio Management Taxes Clients 61

Brown Advisory

FEBRUARY 3, 2020

Enclosed is our Impact Report for the Brown Advisory Tax-Exempt Sustainable Fixed Income strategy. Sincerely, Stephen Shutz, CFA Portfolio Manager Amy Hauter, CFA Portfolio Manager *Brown Advisory entities included are: Brown Advisory LLC, Brown Investment Advisory & Trust Company, Brown Advisory Ltd.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

FEBRUARY 3, 2020

2019 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. A Letter of Introduction From The Portfolio Managers. . Enclosed is our Impact Report for the Brown Advisory Tax-Exempt Sustainable Fixed Income strategy. Portfolio Manager. Portfolio Manager. . . . . Sincerely, .

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Advisor Perspectives

NOVEMBER 21, 2023

Dina Ting, Franklin Templeton’s Head of Global Index Portfolio Management, sheds light on the benefits of single-country ETF allocations against what has been a rocky macro backdrop and discusses ways to re-evaluate potential opportunities in terms of tax-loss decision-making.

Taxes 52

Taxes Portfolio Management Portfolio Management 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2020 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy. 31, 2020.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. 31, 2020.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Advisor Perspectives

DECEMBER 21, 2023

As 2023 is nearing its end, tax-loss harvesting season is in full swing. My guest, Courtney Wolf, joins me today to talk about why to deploy cash and use tax-loss harvesting via active fixed income ETFs. My guest, Courtney Wolf, joins me today to talk about why to deploy cash and use tax-loss harvesting via active fixed income ETFs.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. A Letter of Introduction From The Portfolio Managers. Enclosed is our 2021 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy. While this municipal portfolio is by definition focused on U.S.-based Portfolio Manager.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Random Roger's Retirement Planning

APRIL 3, 2025

Nate Geraci Tweeted out that "a ny sort of market, economic, or political turmoil offers a window into your financial advisor, portfolio manager, etc" Tough but fair. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio Management 45

Portfolio Management Financial Advisor Clients Management 45

Nerd's Eye View

APRIL 9, 2024

We also talk about the high-touch services Andrew's firm offers its high-income clients, including how Andrew and his team shop for the best mortgage rates for clients among a curated group of lenders (and the way the firm systematized its approach to finding refinance opportunities for its clients), why Andrew decided to offer in-house tax services (..)

Financial Advisor 130

Financial Advisor Consulting Clients Wealth Advisor 130

Brown Advisory

JUNE 5, 2023

2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Taxes 52

Taxes Portfolio Management Portfolio Communication 52

Random Roger's Retirement Planning

MARCH 4, 2025

I spent a lot of time Monday evening going down the Blackrock rabbit hole starting with their thoughts about adding Bitcoin to a portfolio which they say they're starting to do in their models. The Blackrock Opportunistic Alts Portfolio is more interesting. This model overlaps a lot with the next model. It has 77.5%

Portfolio 52

Portfolio Portfolio Management Management Clients 52

WiserAdvisor

AUGUST 31, 2023

They can provide ongoing support so you can continue investing after retirement, monitor market fluctuations, and make necessary adjustments to your retirement portfolio. Your investment risk appetite is lowered, and it is important to readjust your portfolio accordingly.

Financial Advisor 90

Financial Advisor Retirement Risk Tolerance Estate Planning 90

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Tax considerations may outweigh the risk of the position losing market value, and other factors may also come into play in the decision to hold the position.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Mon, 10/16/2017 - 11:53.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

APRIL 13, 2022

Expats: Tax Compliance mhannan Wed, 04/13/2022 - 06:37 We help U.S.-connected tax systems. tax systems. Topics we plan to cover in this series are: Tax Compliance Problematic assets Trusts Roles and responsibilities Transatlantic marriages U.S./U.K. tax net In this post, we tackle tax compliance. /U.K.

Compliance 52

Compliance Taxes Accounting Investment Planning 52

WiserAdvisor

JANUARY 3, 2024

Yet, the path to building a robust investment portfolio for retirement can be an intimidating task. You may ponder where to begin and how to create a portfolio that matches your goals, stands the test of time, and shields you from financial uncertainty. In contrast, Traditional accounts permit pre-tax contributions.

Retirement 52

Retirement Portfolio Investments Investing 52

Ballast Advisors

NOVEMBER 29, 2022

How you treat those losses come tax time can mean a lot in the long run of your financial plan. Good portfolio management focuses on after tax rate of returns,” says Ballast Advisors Managing partner Paul Parnell. Basic principles of tax harvesting. You have until Dec.

Taxes 40

Taxes Portfolio Management Sales Portfolio 40

Good Financial Cents

JUNE 11, 2023

One thing that I have craved for investors is a tool that allows you to sync all your financial accounts – your investment portfolio, checking and savings accounts, credit cards and other loan accounts – in one place, and then provides an investment-related analysis of your entire portfolio.

Management 80

Management Investments Investing Accounting 80

Brown Advisory

DECEMBER 31, 2020

Understanding the Complexities of the Two Tax Systems jharrison Thu, 12/31/2020 - 05:15 The U.S. tax systems are fairly easy to understand on their own. System (tax year: April 6th to April 5th) In contrast to the U.S., System (tax year: April 6th to April 5th) In contrast to the U.S., taxes its citizens.

Taxes 52

Taxes Accounting Assets Planning 52

Brown Advisory

DECEMBER 31, 2020

Understanding the Complexities of the Two Tax Systems. tax systems are fairly easy to understand on their own. System (tax year: January 1st to December 31st). All citizens, residents, and Green Card holders are taxed on their worldwide income and gains regardless of whether they are resident in the U.S. domiciled’.

Taxes 52

Taxes Accounting Assets Planning 52

Good Financial Cents

FEBRUARY 15, 2023

Investment management companies – firms that provide individual portfolio management and may work with other investment companies. For example, do you want to make investment decisions or let the experts do it through a managed portfolio? Robo-advisors, in particular, have democratized investment management.

Investments 94

Investments Investing Commission Risk Tolerance 94

Random Roger's Retirement Planning

JUNE 21, 2024

The holdings are simple enough for the ETF wrapper, not everything is, and so the soon to be named Longevity Income ETFs might get some tax benefits that are unavailable to the mutual fund wrapper. Aside from being fun, it is time well spent in search of the occasional idea that can be added to the portfolio.

Portfolio Management 98

Portfolio Management Taxes Accounting Portfolio 98