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Investment Advisor January 2006 Robert Breshock	The Tax Advisor: The Case for Loss Harvesting Tax loss harvesting is still underutilized by separate account managers. When evaluating managers for tax management or loss harvesting prowess, financial planners should look for managers who have made it a central part of their process.
Financial Advisor October 2008 Marla Brill	Ready For Harvest Rounding up investment laggards to harvest tax losses is a good idea toward the end of any year in taxable accounts, but this year there is added incentive.
Financial Planning January 1, 2005 David Stein	Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering.
Financial Advisor December 2005 Sydney LeBlanc	SMAs Make Taxes, Well ... Not So Taxing Here are some strategies for financial advisors to help keep clients' dollars out of harm's way at tax time.
Financial Planning June 1, 2011 David E. Adler	Costly Harvest Investing with full knowledge of tax consequences is critical for portfolio performance, and tax-loss harvesting is one of the most useful tools in an advisor's toolbox. But has the tactic been over-hyped?
Financial Planning December 1, 2005 Michael Provine	A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio.
On Wall Street September 1, 2008 Neil OHara	SMAs: Overhyped or Underused? Separately managed accounts are often touted for their tax advantages. But some investors don't maximize that potential.
Financial Planning September 1, 2008 John Phoenix	Seeking Tax Alpha Looking for tax alpha is a strategy based on a counterintuitive approach. Yet astute money managers will continue to do so and will post superior returns as a result.
Financial Advisor February 2005 Sydney LeBlanc	The "Black Cat" Of Separately Managed Accounts Education can prevent or eliminate myths surrounding managed accounts and help clients take advantage of the benefits they afford.
BusinessWeek October 31, 2005 Lewis Braham	A Rich Harvest Of Losses It's time to check your portfolio to see if there is anything you can sell to offset gains or reduce 2005 taxable income.
The Motley Fool November 29, 2005 Philip Durell	Profit From Your Losses Taxes are the bane of many an investor. Are you making the most of your losers?
Financial Advisor August 2008 Roy Diliberto	Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.
Financial Planning October 1, 2008 Paul Oliu	Client Rules Apply Separately managed accounts (SMAs) have never lived up to their promise of offering clients true flexibility.
Financial Planning October 1, 2009 Donald Jay Korn	The Tax Dance In 2009, year-end planning may be anything but straightforward because of the extraordinary events of 2008 and the uncertain prospects for future tax rates.
On Wall Street January 1, 2009 Jack Sharry	Innovating Our Way to A Bright Future There are breakthrough innovations happening in the income distribution market -- here are a few.
Registered Rep. April 1, 2005 John Churchill	Aiming Downmarket Thanks to technological advances and the introduction of multimanager products (so-called multidiscipline accounts, or MDAs), advisors can now put clients into managed accounts with as little as $25,000.
Financial Advisor October 2006 Matt Hougan	Making Lemonade From Lemons The time to actually do something about taxes is now. Swapping ETFs to harvest losses can make a lot of sense. Financial advisors, take note.
Financial Planning June 1, 2007 David E. Adler	Seeking Tax Alpha Advisors can't control the performance of the investments they choose for their clients, but they do have some control over the taxes those investments will generate. A few smart asset-location decisions will increase a portfolio's real return.
Financial Planning May 1, 2007 Donald Jay Korn	The Right Package Fee-based asset management accounts have reached the trillion-dollar level. Some financial planners are finding new flexibility in these packaged deals.
The Motley Fool December 6, 2004 Bill Mann	It's Tax-Loss Season, Y'all The tax clock for selling stock losers to match against winners expires December 31. So selling losers becomes a no-brainer, right? Not so fast.
The Motley Fool April 29, 2009 Dan Caplinger	Use Your Losses Without Missing the Rally If you're still smarting from all the money you had to pay the IRS earlier this month, don't just suffer -- do something about it. Now's a great time to build up tax breaks for years to come.
Financial Planning June 1, 2009 Donald Jay Korn	Loss Leaders Should tax-loss carryforwards be considered when deciding whether to acquire or retain a mutual fund in a taxable account?
Registered Rep. April 3, 2012 Diana Britton	Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about.
Financial Advisor May 2010 Alan Lavine	Watch Your Investment Tail Advisors are using options to insure portfolios against "once in a lifetime" losses.
Financial Planning May 1, 2006 Donald Jay Korn	Doling out the Bounty Financial planners have many more investment vehicles to choose from as mutual funds, SMAs and ETFs compete for their assets. While planners have their preferences, new kinds of accounts make it easier to devote some money to each.
FDIC FYI May 19, 2004	Effects of Interest Rates on Money Market Mutual Funds The prolonged low interest rate environment has pressured returns on money market mutual funds (MMMFs). Although low rates are a boon to borrowers, the opposite, of course, is true for savers.
The Motley Fool July 21, 2006	Netting Your Gains and Losses How should you go about netting long-term and short-term capital gains and losses?
Financial Planning November 1, 2006 Howard Sontag	How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road.
Registered Rep. January 1, 2003 Pam Black	A Separate Reality The separately managed account revolution might well be sweeping the financial services industry. That transformation, while still somewhat slow, is inexorable, but also incomplete. So far, for the most part, SMAs aren't being used correctly.
Financial Planning November 1, 2010 Donald Jay Korn	Separate Ways As fee-oriented investment management increasingly appeals to advisors and clients, fee-structured accounts are growing apace. Or not, depending on how the terms are defined.
Entrepreneur March 2004 Scott Bernard Nelson	Do It Your Way Tailor your portfolio with separately managed accounts.
Entrepreneur July 2003 Scott Bernard Nelson	Can't Win for Losing A mutual fund tax quirk limits your capital losses.
BusinessWeek November 1, 2004 Young & Woolley	Making the Most of Your Losses Your portfolio's ailing stocks can help trim your tax bill -- with this simple strategy. Sell your losers to generate tax losses that can offset any gains you've taken or plan to take. But there are some caveats.
On Wall Street December 1, 2008 Bennett Voyles	Investor's Loss Is Taxpayer's Gain Losing investments can help your clients' portfolios at tax time.
Financial Advisor June 2009 Marla Brill	ETF Portfolios To Go ETF portfolio management services pitch to financial advisors.
Financial Advisor May 2011 David Lawrence	The Challenge Of Rebalancing Here are the pros and cons of using an automated system for this arduous task.
The Motley Fool April 22, 2005 Roy Lewis	How to Calculate a Holding Period Here are some tips on long-term and short-term gains and losses.
Financial Planning January 1, 2009 Israelsen & Considine	Seeing Risk Ahead Having the ability to estimate risk potential when pursuing an investment opportunity is an extremely valuable decision-making tool.
The Motley Fool February 9, 2005	Money Market Funds, Explained They're not exciting, but you may need them. They're generally ill-suited for long-term savings, but they're great for short-term investments, such as for money you'll need in the near future.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
Financial Planning December 17, 2007 David E. Adler	High Net Worth: UMAs vs. SMAs Some industry observers say unified managed accounts do what separately managed accounts can't -- others call them overpriced gimmicks.
The Motley Fool August 13, 2010 Dan Caplinger	Salvage Your Losers With This Easy Strategy Use exchange-traded funds to avoid the "wash sale" tax rule.
Investment Advisor January 2006 Robert F. Keane	Far From Fossilized Advisors Capital Management looks to provide clients with true individual portfolios of diversified securities at a much lower cost than is possible with mutual funds.
Investment Advisor June 2009 Don Schreiber, Jr.	Danger & Opportunity: A Fool's Errand Banks, markets around the world have been rallying, but before celebrating, advisors should look carefully at the underpinnings of the market's rally.
Financial Planning October 1, 2012 Scott Wenger	Looking to the Future: Securities America Wants to be a Leader in Retirement Income Distribution The author has a question and answer session with Securities America CEO Jim Nagengast
On Wall Street September 1, 2009 Bill Willis	Staying the Course No More Wealth managers at the major firms are seeing a proliferation of practicable ideas in recent months, offering products that are a call to action for both their advisors and clients.
The Motley Fool May 17, 2006	Vexed by Good Fortune What do you do when your stock soars? Hang on or sell? Here's some advice.
The Motley Fool December 14, 2004	Reconciling Capital Gains and Losses Here's how to offset your gains with your losses on your tax return.
The Motley Fool June 18, 2004	Should You Sell a Winner? What to do when your stock goes up too much.
Financial Advisor February 2004 Tracey Longo	Facing The Confidence Crisis How you can help clients deal with the mutual fund scandals.