Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
When Advisors Have Tax Blind Spots, Clients Leave Billions in Returns on the Table
By John ManganaroFailure to consider taxes wastes a tremendous amount of client wealth every year, Avantax President Todd Mackay tells ThinkAdvisor.
September 30, 2022
Peter Mallouk: 3 Bear Market Survival Tips to Give Clients Now"The market tends to roar back from events like this," Creative Planning CEO Peter Mallouk tells ThinkAdvisor.
September 29, 2022
Bond Market Mess Is a Chance to Lock In Higher Yields for LongerInvestors have an opportunity to lock in yields that might not be available next year, Schwab's Kathy Jones says.
September 07, 2022
10 Hard Questions That Reveal Why Investors Need AdvisorsYour clients and prospects have hard questions on their minds. Demonstrate your value by answering them.
July 13, 2022
What Advisors, Investors Can Expect in Second Half of 2022Good economic news has been hard to come by, but consumers have held up. Will the winds shift in the second half?
July 11, 2022
Here's Your Midyear Client Review Checklist for 2022Between volatility and inflation and longer-term issues like estate planning and RMDs, there's lots to discuss.
June 01, 2022
How to Help Retirees Avoid Tax Traps in Social Security, Capital GainsJoe Elsasser, founder of software maker Covisum, walked through how the interaction of tax rules can create planning opportunities.
March 31, 2022
LPL Launches SMA Strategies on Model Portfolio PlatformThe news comes about eight months after LPL said it was testing SMAs via a pilot program.