A Wealth of Common Sense

FEBRUARY 16, 2024

Early on in my savings journey I prioritized tax-deferred retirement accounts over all else. I like the ease and simplicity of 401k contributions coming out of my paycheck before it ever even touches my checking account. It’s easy to automate. The set-it-and-forget-it nature of a workplace retirement plan is one of my favorite features.

Portfolio Management 128

Portfolio Management Retirement Planning Portfolio Management 128

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 270

Retirement Retirement Planning Portfolio Management Taxes 270

Random Roger's Retirement Planning

JUNE 14, 2024

It doesn't get said often enough but really, the most important part of portfolio management is mitigating risk. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Portfolio Management 98

Portfolio Management Portfolio Management Taxes 98

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 85

Taxes Portfolio Management Portfolio Management 85

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

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

The Big Picture

FEBRUARY 5, 2025

Now what’s an interesting dynamic and it gets into the quant is more and more money has been sucked in by these so-called platform hedge funds: Citadel, Millennium, Point72, places like that, where have, they have multiple portfolio managers and do a phenomenal job at risk control. Most hedge fund strategies are tax-inefficient.

Taxes 147

Taxes Portfolio Management Investing 147

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. Over the last 30 years, the S&P 500’s average dividend yield was 1.98%.

Retirement 85

Retirement Asset Allocation Taxes Portfolio 85

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 120

Retirement Planning Portfolio Management Taxes 120

The Big Picture

APRIL 6, 2023

According to sources they claimed that these measures are part of their active portfolio management strategy which is premised on several factors amongst which include recent market volatility and potential risks associated with holding large positions in single stocks.” Active portfolio management strategy?

Wealth Management 278

Wealth Management Portfolio Management Clients Portfolio 278

WiserAdvisor

JUNE 16, 2025

These accounts typically offer stronger privacy protections as well as favorable tax regimes that can enhance your wealth preservation strategy. Diversify your portfolio beyond stocks and bonds and think of global, tangible, and private equity opportunities Sure, you have heard it a hundred times: “Don’t put all your eggs in one basket.”

Wealth Management 59

Wealth Management Taxes Insurance Assets 59

Nerd's Eye View

JUNE 2, 2025

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: AdvicePay, a provider of client billing solutions for flat-fee advisors, has acquired AdvisorBOB, which helps RIAs efficiently calculate and facilitate payouts to their advisors, giving AdvicePay a solution that covers the entire (..)

Financial Planning 130

Financial Planning Clients CFP Planning 130

Tobias Financial

JUNE 2, 2025

Understanding how assets will be distributed, navigating tax implications, and aligning these decisions with your personal goals can feel overwhelming. The software connects with Orion, our portfolio managing software, ensuring that investment assets are automatically included, providing an accurate snapshot of the entire estate.

Estate Planning 52

Estate Planning Planning Financial Advisor Tax Planning 52

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 Planning 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

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

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

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

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

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. Portfolio Manager. Portfolio Manager. . . . . . . . Sincerely, .

Taxes 52

Taxes Portfolio Management Portfolio Clients 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

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

MAY 4, 2025

There are countless, valid approaches to portfolio management but if you pick the right stock or niche, the fundamentals don't unravel and it continues to do what you'd expect it to do, why would you get out of the position? Maybe you trim a little for risk management but that is different than getting out completely.

Asset Allocation 59

Asset Allocation Portfolio Portfolio Management Engineering 59

Random Roger's Retirement Planning

MAY 20, 2025

Portfolio managers have been using computer based screening forever so AI doesn't seem that different conceptually, all the better if AI screening is a big improvement over more common screening methods. That sentiment is similar to Bitcoin and the cryptos.

Portfolio 59

Portfolio Portfolio Management Clients Management 59

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

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. Tax harvesting can save you money, but do it right.

Taxes 40

Taxes Portfolio Management Sales Portfolio 40

International College of Financial Planning

JUNE 5, 2025

When I first stepped into the world of wealth management, we didn’t have fancy dashboards. Show them the returns, highlight the tax breaks, and if you could, offer a little peace of mind. What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. Often fast.

Wealth Management 40

Wealth Management Management CFP Certified Financial Planner 40

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

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

WiserAdvisor

AUGUST 31, 2023

A financial advisor can help you with portfolio management, risk reduction, and inflation protection During retirement, your investment goals shift from accumulation to preservation of wealth. 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

Diamond Consultants

FEBRUARY 11, 2025

Typically, the platform firm provides compliance oversight and access to a wide range of technology providers and investment options, including the option for an advisor to operate as a portfolio manager. Advisors are free to select and bear the cost (at scaled pricing) of the specific solutions they believe best meet their needs.

Compliance 52

Compliance Clients Management Investing 52