Viewpoints about Taxes
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With higher taxes looming, how should investors position?
We look back at several instances of capital-gains tax increases to see how the market performed before and after the increases. We also review several different scenarios for tax increases and suggest where investors may best focus their portfolios now.
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Infrastructure, taxes, and technicals: factors that support muni bonds now
Political change in Washington has given way to an avalanche of recovery funds for states, a much-needed infrastructure spending plan for the nation, and expectations for higher taxes. This amounts to welcome news for muni bond investors.
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ETF tax efficiency in focus amid tax season
ETF tax efficiency is important to investors. Few ETF capital gains distributions helped tax savings for 2020.
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Tax-loss harvesting opportunities amid 2020’s spike in market volatility
While the market volatility that’s accompanied the coronavirus pandemic has rattled investors, it’s also created tax-loss harvesting opportunities for 2020.
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Using market volatility for tax-loss harvesting with ETFs
ETFs may be an efficient vehicle to potentially save on taxes by harvesting losses during the coronavirus-driven volatility.
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What are separately managed accounts?
Separately managed accounts recently hit an important milestone: $1 trillion in assets. We take a closer look at this long-established investment vehicle, what's behind the recent surge in popularity, and how they differ from mutual funds and ETFs.
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Infrastructure and municipal bonds—Washington gridlock and your portfolio
Without an infrastructure spending bill, some U.S. states are funding improvements in the municipal bond market. Associate Portfolio Manager Dennis DiCicco provides insight.
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Are certificates of deposit (CDs) the best place to park cash?
At first glance, CDs may look attractive to savers. Yet as the Fed cuts interest rates, yields are falling further. Other options—including short-term bond funds—may offer a more attractive way to put cash to work.
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California wildfires: potential impact for muni bond investors
The California wildfires are an important reminder for muni bond investors to assess weather-related risks at both the state and issuer levels.
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ETF tax efficiency revisited as fund distributions loom
ETF tax efficiency is in focus as mutual funds release estimates of capital gains distributions and investors work on year-end planning.
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