Portfolio Management

Index, Active, or Both: 8 Questions to Help You Decide

As you think through your own portfolio's allocations to active and passive management (and I would put individual-stock investments under the "active [...]

Tax Loss Selling: Don’t Lose Money Trying To Save On Taxes

Investors often hate sending money to the government, so some people go to great lengths to minimize the taxes they pay. Tax-loss strategies, or the selling of [...]

Tax Strategies Scan: Tax Planning and the Error-Proof Portfolio

Our weekly roundup of tax-related investment strategies and news your clients may be thinking about. 3 tax issues every investor must factor in before they [...]