The Trump megalaw opened more pathways to tax savings on real estate investments atop the substantial…
Tag: Asset allocations
Emerging markets investments discussed by Morningstar
In an industry known for its veritable alphabet soup of acronyms, the lower or even vanishing…
Bumpy political road for muni bond investors
The politics surrounding taxes and the larger economy are revealing new opportunities in some municipal bonds…
Morningstar conference keynotes focus on financial advisors
The rise of private investments, boosting access to advice, succession planning and serving clients who are…
Dual ETF mutual fund share classes pose challenges
The expected SEC approval of ETF share classes for mutual funds and vice versa poses more…
Vanguard seeks SEC approval for tax-busting fund
Vanguard, the investment giant famous for low-cost index funds, is seeking regulatory approval to expand its…
Counties with highest capital gains per 2025 study
The more value that investors can receive in the form of long-term capital gains rather than…
SMAs, other investment portfolios ripe for ETFs
The appreciated assets locked in tax limbo from the capital gains in separately managed accounts amount…
The basics of tax-aware long-short investment strategies
Financial advisors and clients seeking to boost the tax savings available through loss harvesting may consider…
The risks of investing in private equity
The returns of private equity investments will grab any investor’s attention, but there are risks to…
How wealth firms do revenue sharing in 2025
Asked how the industry practice of revenue sharing served their clients’ best interest, nine of the…