Tag Archives: dividends
This is a great time of year to reflect and refocus—to feel good about things that have gone well, and to learn from those that have not. We often encourage clients to fit in rebalancing, tax planning for the new … Read more
A popular question from my friends is “Where do I go for income in this low-yield environment?” There isn’t an easy answer.
Here’s why: Yields on money market funds are near 0%, and long-term Treasury bond funds are yielding below … Read more
Every year, many investors find themselves “buying a distribution” and incurring liabilities that could have been avoided or at least deferred.
Tax law requires that realized gains in a portfolio be distributed at least annually, typically in December. If you’re … Read more