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Money Life Market Call, Featuring Maury Fertig

As we’ve covered in previous articles, closed-end funds (CEFs) are an oft-overlooked corner of the capital markets. Maury Fertig recently joined the popular financial podcast “Money Life with Chuck Jaffe” to talk about opportunities and challenges in the CEF market, including:

[Read more…] about Money Life Market Call, Featuring Maury Fertig

Three Critical Year-End Planning Opportunities for 2020

On October 26th, we held a webinar to discuss the 2020 election and what the results could mean for year-end tax planning. As we discussed during the webinar, year-end planning during an election year requires us to work within the boundaries of existing laws while also trying to determine what the future could hold.

[Read more…] about Three Critical Year-End Planning Opportunities for 2020

How Closed-End Fund Activism Can Offer Value for Shareholders

A closed-end fund (CEF) is a type of Registered Investment Company, similar to a mutual fund. Like most mutual funds, these funds hold a portfolio of underlying stocks, bonds, and other securities. However, there are two important distinctions that make these funds unique.

[Read more…] about How Closed-End Fund Activism Can Offer Value for Shareholders

2020 RMD Strategies

If you are over the age of 72 and have a traditional IRA or qualified employer retirement plan, you must take Required Minimum Distributions (RMDs) each year. Failure to do so can result in a 50% “excess accumulation” tax penalty on the amount that was not distributed; in other words, if your RMD is $50,000, the tax penalty is $25,000. 

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Estate Planning: Trust Strategies for the Current Environment

Undoubtedly, the last several months have been exceedingly difficult. We hope that you and your family are staying safe and sound during this challenging period.

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Closed-End Funds: An Undercovered Market For The Patient, Value Investor

A closed-end fund (CEF) is a type of mutual fund. Like most mutual funds, these funds hold a portfolio of underlying stocks, bonds, and other securities. But there are several factors that make these funds unique when it comes to how shares are issued and the price these shares trade at.

[Read more…] about Closed-End Funds: An Undercovered Market For The Patient, Value Investor

The Rising Cost of Retirement

The world’s central banks — the Bank of Japan, the European Central Bank, and the Fed — are tasked with managing inflation within the global economy. In recent years, inflation (as defined by rising prices for goods and services) has remained relatively low.

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Year-End Tax Planning: Now Is The Time To Start

Comprehensive wealth management is about more than just developing a financial plan and putting your assets to work. It should also be about insulating your wealth from unnecessary taxation. 

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The Perils of a Concentrated Portfolio

As a general rule, it’s always wise to diversify your portfolio. This is a common message from wealth managers, and rightly so: diversification can help investors achieve a lower level of market risk for a given level of expected performance. 

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How Much Value Does An Advisor Provide?

According to a study by Vanguard, advisors provide “about 3.00%” to client portfolios.¹ The study also found that this value isn’t just coming from investment management or asset allocation strategies, it was coming from the more nuanced services that advisors provide to their clients: behavioral coaching, decumulation planning, tax-efficiency, and cost-effective portfolio implementation.

[Read more…] about How Much Value Does An Advisor Provide?
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