Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Keeping Uncle Sam at Bay
By Staff WriterWhile mainstream and casual investors alike remain largely oblivious to the negative impact taxes can inflict on the performance of an investment portfolio, savvy advisors...
May 01, 2006
Quite a GiftLenox Advisors is a multi-office family office based in New York whose advisors act as "personal CFOs" to a roster of high-net-worth clients, 60% to...
April 09, 2006
Tax Payments Are Up--For Many ReasonsFederal 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, ...
April 09, 2006
Tax Payments Are Up--For Many ReasonsFederal 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, ...
April 04, 2006
Tax Payments Are Up And Insurers Are Citing ReasonsTop50April0615jc206 linesFederal and foreign taxes paid nearly doubled in 2005 over 2004 for the top 50 life insurers in this category annual statement filings indicate.In ...
April 04, 2006
Tax Payments Are Up And Insurers Are Citing ReasonsTop50April0615jc206 linesFederal and foreign taxes paid nearly doubled in 2005 over 2004 for the top 50 life insurers in this category annual statement filings indicate.In ...
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...