Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Tax Payments Are Up--For Many Reasons
By Jim ConnollyFederal and foreign taxes paid in 2005 nearly doubled over 2004 for the top 50 life insurers in this category, annual statement filings indicate.In 2005, ...
January 01, 2006
The Case for Loss HarvestingThe presence of taxes should affect the way an investment portfolio is managed, but most portfolio managers are not sensitive to tax issues. Indeed, investment...
December 19, 2005
Ratio Tracks Risk vs. RewardPHILADELPHIA (HedgeWorld.com)--NewMarket Capital Partners LLC, a fund of funds manager founded in 2003, has released a report on a new tool for the analysis of performance called the omega ratio. The report, by Senior Investment Manager Andre Boreas, describes the omega ratio as an answer to a challenge created by...
December 19, 2005
Transfer Pricing and Its Role in International Planning for Hedge Fund ManagersAs the hedge fund industry visibly grows and becomes more global, it is becoming increasingly subject to the scrutiny of the forces that affect mature industries. The new Securities and Exchange Commission registration requirement is probably the most visible evidence. Regulatory developments are sure to be followed on the taxing...
December 01, 2005
Finding Better EmployeesFor the first time, in the 2005 Study the majority of firms indicated that they use some form of standardized testing to evaluate new employee...
November 29, 2005
Medigap Claims Trigger SuitsShareholder lawyers are trying to organize several class-action suits against a Northeastern insurer that reported a higher-than-expected Medicare supplement loss ratio for the third ...
October 01, 2005
Looking BackAs the great Benjamin Franklin so aptly put it, "In this world nothing is certain but death and taxes." At Investment Advisor, it's pretty certain...
September 28, 2005
Broker, Beware The Definition Of Disability TrapSometimes the spreadsheet doesn't tell the whole story. That is especially true when you are comparing group disability insurance contracts.Understanding the intricacies of a ...