Wealth Management Exchange - Articles - Investment Plan and Portfolio

Year End Planning for 2009: Tax Strategies

no@spam.com (David Stafseth, CPA, Director of Client Services, Vogel Consulting) — Mon, 18 Oct 2010 08:09:47 MDT

As 2009 nears its end, it is time to review your personal income tax situation and consider your available options for tax savings or tax deferral. There have been a significant number of tax changes in the last few years, and 2009 is no exception

Capital Gain Management: An Investment And Tax Strategy

no@spam.com (Brian Campeau) — Wed, 03 Feb 2010 02:50:46 MST

By properly managing tax loss selling in the coming years, the investor could be able to apply losses realized at a lower tax rate, against possible realized gains taxed at a higher rate.

"Disciplined" Rebalancing Keeps Your Portfolio in Check

no@spam.com (The Analyst Team At Vogel Consulting) — Mon, 16 Nov 2009 15:45:39 MST

Disciplined rebalancing in an up market forces an investor to sell high and prevents riding the winners too long.

Strategy Diversification: Will It Replace The Asset Allocation Model?

no@spam.com (Emanuel Balarie) — Mon, 27 Jul 2009 12:26:18 MDT

Strategy diversification is an investment portfolio tactic that focuses more on diversifying your funds across a variety of non-correlated investment strategies, than on diversifying it across different asset classes

Investment Managers Bullish for the Short Term

no@spam.com ( The Editors of Wealth Management Exchange) — Mon, 06 Jul 2009 11:20:38 MDT

What a reversal. According to Mark Eibel author of a major study from Russell Investments, top investment managers are bullish on most asset classes, including high yield bonds and equity. Cash and Treasuries get low marks.

"Animal Spirits" And The Investment Climate

no@spam.com (Robert J. Shiller and George A. Akerlof) — Fri, 12 Jun 2009 10:45:38 MDT

In their new book, "Animal Spirits: How Human Psychology Drives the Economy, and Why It Matters for Global Capitalism," Robert Shiller and George Akerlof show how behavior and economic forces join to impact the markets.

Tax Planning: The Budget Proposal and Wealthy Taxpayer Responsibilities

no@spam.com (Lee McGowan) — Fri, 20 Mar 2009 11:45:20 MDT

Like it or not, it appears that wealthy taxpayers should be prepared to face the consequences of higher taxes in the coming years.

Investment Outlook: How the Top Players View 2009

Wed, 14 Jan 2009 12:46:36 MST

To help broaden the perspective of potential market and financial scenarios, we sampled the opinions of some of the leading investment firms, economists and market observers. Here is their take on the year ahead.

Key Tax Planning Strategies for Year-End and Beyond

no@spam.com (Lee McGowan) — Thu, 11 Dec 2008 10:54:53 MST

Despite turbulent market conditions, tax planning for year-end and preparing for the years ahead must go on. In fact, there are strategies that can be implemented prior to year-end that may increase future after-tax returns.

Private Placement Life Insurance: An Answer to Coming Tax Hikes?

no@spam.com (Perry Lerner) — Tue, 02 Dec 2008 09:27:22 MST

Private placement, variable life insurance is a vehicle which uses life insurance policies and annuities in a way to, in effect, wrap investments in a tax-free envelope. It is an effective way to have both insurance protection and defer or eliminate income taxes on the earnings of the portfolio.