You know that diversification can protect your investment strategy from curveballs thrown by financial markets. But what about your tax strategy?
Investors are likely looking at their portfolios and trying to determine how the volatile fourth quarter impacted their returns and how it impacted progress toward their financial goals. Having the market pull back -14% in a single quarter and drop -5% for the year is tough, but for taxable investors, the possible tax hit will add insult to injury.
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Jon Eggins a Senior Portfolio Manager for Global Equities at Russell Investments, as they explore some of the potential benefits and challenges of international tax-smart investing.
Capital gain distributions are something that investors often don’t pay attention to until late in the fourth quarter. But several events are coming together to make the tracking and monitoring of capital gain distributions a year-round exercise.
Taxes can have a significant impact on your clients' investment returns. This guide helps them understand the importance of building and maintaining a tax-efficient portfolio.
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Kuharic an Investment Strategist for Tax-Managed, at Russell Investments, as they explore the 6 most common questions we hear from advisors about tax-smart investing.
If you’re an investor or advisor and not worrying about the tax drag on your taxable investments, you’re almost certainly paying the price. And you’re almost certainly paying a lot— almost two percent in lost performance, annually.
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Jon Eggins a Senior Portfolio Manager for Global Equities at Russell Investments, as they explore the potential benefits and challenges of tax-smart investing.
Remind your clients of the value you add and the actors you consider when it comes to the tax management of their portfolios outside of tax loss harvesting.