Wealth Management Exchange - Articles - Investment Plan and Portfolio

Goldman Sachs Portfolio Strategy: Invest in Firms That Invest in the Latinos

no@spam.com ( The Editors of Wealth Management Exchange) — Thu, 17 Jul 2008 10:45:25 MDT

For domestically-focused investors and companies, gaining exposure to the rapidly growing US Hispanic population offers the best prospect for sales and earnings growth over the next three years, say Goldman Sachs researchers.

Evolving Separately Managed Accounts Become Strategy Option for Affluent Investors

no@spam.com (Don Wilkinson) — Fri, 02 May 2008 14:25:01 MDT

There's a cycle that occurs approximately every four years as capital gains build up in investors' accounts. In tax year 2000, for instance, investors were subject to low performance in many mutual funds - especially high-tech stocks. At the same time, these investors got hit with excessive capital gains taxes. The same thing occurred during the 2003 thru 2007-tax period.

Simplify Your Equity Portfolio To Achieve Tax Efficiency

no@spam.com (David M. Stein) — Tue, 25 Mar 2008 14:11:41 MDT

Tax bill higher than expected? You might need better planning to achieve greater savings over the next few years. Consider having your advisor abandon the complex equity portfolio with lots of turnover that generates tax.

Investment Portfolio: The Case for a Mutual Fund Manager-Based Strategy

no@spam.com (Vern Hayden) — Mon, 03 Mar 2008 12:32:24 MST

The main criteria the author uses in choosing funds are the managers' philosophy of investing and their track record in both up and down markets.

Complex Equity Portfolio Structure: Is Your Advisor Leading You Down The Wrong Path?

no@spam.com (David M. Stein) — Wed, 27 Feb 2008 12:26:27 MST

Large cap. Mid cap. Small cap. Growth. Value. Momentum. Sectors. Active. Passive. Tactical timing. These style buckets, and others, help professional advisors select portfolio specialists with beat-their-benchmark track records. What's wrong is that a complex portfolio structure hurts investors like you by generating excessive capital gains taxes.

Managing Your Portfolio: Frequent Rebalancing Helps Maintain Allocation Targets

no@spam.com (David Swensen) — Wed, 27 Feb 2008 09:52:31 MST

Investment Guru David Swensen on what he did and what you can do with your portfolio.

Retirement Planning - Donating Pension Plan Assets: Charities Gain, IRS Loses

no@spam.com (Gary Rathbun) — Wed, 27 Feb 2008 09:30:06 MST

A case study on shielding pension assets from the tax collector.