What makes ETFs tax efficient?
ETFs may offer some advantages for tax-sensitive investors. We take a look under the hood of this investment vehicle to explain why these advantages are there.
Viewpoints about taxes
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Making the most of tax-loss harvesting entering year-end 2018
The new tax law and the likelihood of full-year equity market gains present a wealth of opportunities for tax-efficient investing. We explore tax-loss harvesting for year-end 2018.Read more -
How low can they go? Weighing the outlook for credit spreads after tax reform
Corporate bond valuations are already tight. With companies poised to reap the benefits of tax reform, can credit spreads get even tighter? Take a closer look.Read more -
Tax reform's earnings boost is far from uniform
The new tax law may result in market rotation in favor of sectors that stand to gain the most from lower corporate rates. Earnings are already being revised higher.Read more -
The new tax law and your financial plan
Beyond the reductions in tax rates for corporations and individuals, the Tax Cuts and Jobs Act of 2017 ushered in changes to a number of popular savings vehicles, which means now may be a good time to review your financial plan.Read more -
How small-cap stocks may benefit from the new tax law
The recently passed tax law carries investment implications across sectors and capitalizations. Here's why we believe small caps stand to benefit in particular.Read more -
Growing free cash flow: the key to sustainable equity shareholder yield
Some yield-oriented equity strategies focus on buying stocks with high dividend yields. However, the emphasis should be on dividend sustainability and growth; the shareholder-yield investor can’t simply “set it and forget it.”Read more -
How is Social Security changing in 2018?
From cost-of-living adjustments to higher income thresholds, Social Security is changing next year. See how it affects you.Read more -
Trump tax plan may support markets—but not enduring economic growth
While momentum for the Trump tax plan gains steam, the proposed cuts are unlikely to boost long-term economic growth for three reasons. Meanwhile, the implications for investors hang in the balance.Read more
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