Written by David Fabian, May 10th, 2017
Income investors have always had an affinity for master limited partnerships, or MLPs. These unique vehicles offer exposure to the energy sector through a high yield, equity-like security. Their business models and tax structures are such that they can pass through a great deal of their profits to shareholders in the form of dividends. This makes them coveted for both their unconventional returns vs stocks or bonds in addition to their healthy income streams. Read more
Written by David Fabian, February 10th, 2017
Income investors with large taxable accounts are consistently focused on maximizing their total return and minimizing the impact of taxes on their nest egg. That means seeking out funds that are sensitive to the type of income they produce and the implications of using capital losses to offset gains.
Exchange-traded funds (ETFs) are one avenue for investors to consider in this pursuit. Many ETFs that track a passive index have low portfolio turnover rates and often pay little to zero capital gains at year-end. These make for a truly inexpensive and effective vehicle for tax-conscious investors that want diversified stock or bond exposure. Read more
Written by David Fabian, December 15th, 2015
The investment community is holding its breath this week as the Federal Reserve meets to decide the fate of interest rates. Expectations are now centered on a small quarter point increase in the federal funds rate, which has the potential to jolt both the stock and bond markets. Many sectors tied to interest rate or credit sensitivity have seen a recent uptick in volatility in anticipation of this event.
In spite of those concerns, one arena that has continued on a steady upward trend has been municipal bond funds. These tax-conscious vehicles have been rock solid during a relatively choppy interest rate environment and now stand as the top fixed-income sector in 2015.
Read the complete article at NASDAQ.com
Written by David Fabian, November 18th, 2015
It’s begun. This week I have found my email inbox inundated by tax strategies designed to convey a sense of tremendous savings or value for readers. This was a real subject line that left me shaking my head: Generate tax alpha for your clients.
Really? Who comes up with this stuff? Read more