Tax Law Changes Affecting Your Clients

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Yes, it’s tax filing season again, already!   And again for this year, we had some tax laws extended by Congress through 2016 or 2019, but some were actually made permanent.  So for the context of this article, we’ll discuss only those changes affecting your individual clients.   Summary of Individual Tax Provisions Made Permanent Charitable giving incentives:  Taxpayers are …

Tax Advice for Business Owners: Allowed vs. Allowable Depreciation

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The business world is complex, competitive and enormously taxing both from a monetary standpoint as well as from a managerial/emotional/physical standpoint for many business owners, especially small business owners, like many advisors’ clients.  Therefore, in this article we’re going to specifically discuss one aspect of the monetary taxing side, which I believe is mostly unknown to the average business owner. …

Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 7: U.S. High Yield Bonds

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This is the seventh and final in my series of blogs on whether a passive or active approach performs better in the mutual fund space. Our final article looks at the bond market, asking if there are indexing opportunities in all available bond asset classes. Well, the High Yield bonds space is definitely an interesting screening. Keep in mind I’m …

Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 6: U.S. Intermediate-Term Bonds

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In my previous articles in this series on which mutual fund categories reward active or passive investing approaches, we’ve analyzed all the core equity categories, such as U.S. Large Cap, SMID Cap, and Foreign Large Cap. So I decided to jump to the fixed income side of the portfolio, as the emerging market equity screening generated no index funds from …

“Advisors Urge Investors: Don’t Panic”

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Andy was quoted in ThinkAdvisor back in August, check out the Article below: Don’t panic, review your portfolio and, if your stomach can handle it, consider buying more stocks. That’s what many financial advisors have been recommending to clients during the latest stock market plunge. At its lowest point over the past week, the Dow Jones Industrial Average was down …

Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 5: Foreign Large Cap Blend

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In my previous article on this evergreen topic of debate for advisors and investors, we’ve analyzed all U.S. Large Cap Blend, Growth and Value mutual funds, along with the most recent – Who Wins the ‘Passive vs. Active’ Institutional Debate? Part 4: US Mid-, Small-Cap Blends — to see who wins the passive versus active debate. (See all the articles in …

Who Wins the ‘Passive vs. Active’ Institutional Debate? Part 4: US Mid-Small-Cap Blends

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In my first three articles, we hit on the broad U.S. Large-Cap arena—Blend, Growth and Value. All three provided some interesting findings on the hugely debated subject matter relative to the institutional investment space. In this article, we’re going to round out the U.S. core equity investing space by analyzing both the Mid-Cap Blend and Small-Cap Blend. Again—keep in mind, …

Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 3: U.S. Large Cap Growth

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My last two articles (Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap Blend, and Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 2: U.S. Large Cap Growth) hit on two of the three asset classes in the U.S. large cap arena – blend and growth. Andy RiceAndy graduated from the University of Alabama-Birmingham with a B.S. degree in …

Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 2: U.S. Large Cap Growth

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I hope everyone enjoyed my first article in the series—Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap Blend—on this highly debated subject matter. However, before we dive into the Large Cap Growth space analysis, let me respond to a few comments relative to my first article. These articles are derived from a simple database screening, with …