Unwinding Highly Concentrated Stock Positions
When investors own a lot of one stock, it can cause complications in both performance and taxes. In this blog, we’ll discuss ways to protect your portfolio and strategically diversify your positions.
What We Can Learn from the Employees of Enron and WorldCom: Concentrated Stock Risk
The collapse of both Enron and WorldCom in the early 2000s caused estimated losses of $1.5 trillion in the retirement accounts of both companies’ workers.
Trouble With the Curve: The US Treasury Yield Curve Explained
If you’re not familiar with the “yield curve”, news about its shape can sound confusing and too abstract to be relevant to our economy.
Visualizing the S&P 500
We took a look at the annualized returns of the S&P 500 over periods of five years and made comparisons to significant events and other statistics.
When Wall Street and Martha’s Vineyard Converge: Tax Planning in your Investment Portfolio
Here, in the final part of this series, we’ll
describe the guiding principles investors can use to optimize their portfolio’s tax situation by pairing investment types and account types to complement each other, much like a perfect steak and delicious cabernet sauvignon.
A “Goldilocks Dilemma”: Which account type is “just right” for your dollars?
Without careful planning, your taxes have the potential to be higher in retirement. Learn here about the way you can structure your portfolio for success.
Long-Term Relationship Goals: The Basics of Capital Gains
This blog is the first of a three-part series addressing tax considerations within a portfolio, starting with the concept of capital gains on investments.
Ch-ch-ch-changes (to the tax code): Will we lose the Backdoor Roth IRA and Mega Backdoor Roth IRA in 2022?
Roth IRAs are a favorite account among financial advisors and investors nationwide. Contributions are taxed in the year they are made, meaning that any gains realized are tax-free when distribution time rolls around.
Differences in account fee structure: Brokerage vs. Advisory Accounts
There is no shortage of opinions on account options for your investments, and there are many things to
take into consideration when deciding which type of account is right for you.