Why the U.S. Debt Problem is Getting Worse
The U.S. Debt problem is worsening for many reasons. The headline of this report is that the federal debt held by the public…
Taxes
The Basics of Restricted Stock
Restricted stock is often used as part of a compensation package for a key employee. In lieu of increased wages, restricted stock…
Financial Planning for Employee Stock Options
A great deal has been written about the risks of a concentrated equity position, a situation that may occur for owners of…
Little to No 2017 ETF Cap Gains, But Same Can’t Be Said for Mutual Funds
ETFs are generally more tax efficient than their open-end mutual fund counterpart due to their unique investment structure. Consequently, the majority of…
New Tax Plan is Good for REITs ETF Investors
The new U.S. tax law legislation could be a boon for real estate investment trusts and REITs-related exchange traded funds as they…
An ETF Play for U.S. Tax Reform
U.S. Tax Reform will help put more money into Corporate America’s coffers and allow companies to expand or potentially increase earnings growth.…
All Tax-Loss Harvesting Points to Energy ETFs
As the end of the year approaches, it is never too early to think about ways to efficiently manage a diversified investment…
Precious Metals Sell-Off Provides ETF Tax-Loss Harvesting Opportunities
Investors who were unfortunate enough to be swept along the recent sell-off in precious metals may look to exchange traded funds to…
How to Best Identify Opportunities for Managing Taxes
Note: This article was provided courtesy of Iris.xyz. By Thomas J. Quinn Sixty-five percent of respondents to the annual US Trust Insights…
Weekend Reads: Why Tax Deferral is Key – A New Approach to Tax Planning with IOVAs
Despite low yields and ongoing volatility, many advisors have a strategy to help their clients manage the market and earn meaningful gains…
A Fast Growing Smart-Beta Emerging Market ETF
The Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEarca: GEM), a relatively new player in the emerging markets exchange traded fund space,…
How ETFs Can Help Minimize Your Losses
Those who were a little off with their investment timing this year can still find a silver lining by utilizing a number…
The Nuances of ETF Tax Consequences
Exchange traded funds have been lauded for their efficiency and tax benefits but that there are still some exceptions to the rule.…
Why Many Enjoy Tax Benefits of the ETF Structure
Many investors have added exchange traded funds to their investment portfolios for a number of reasons, such as the tax benefits of…