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Capital Gains Strategies for High Returns
May 10, 2018

Investors are often faced with taking a potential capital gain on a highly appreciated stock, exchange-traded fund (ETF) or mutual fund investment when that investment begins to underperform and increases the risk in a taxable portfolio.

This phenomenon can create conflicting emotions because many investors seek to minimize taxes or avoid them all together...

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The Tax Consequences of Having Multiple Managers
February 12, 2018

In today's investing landscape, it is common for brokers or advisory firms to use multiple third-party managers to invest portions of their clients’ money.

It is also common to receive investment management services from multiple firms or advisors at different firms. However, this can create unintended adverse tax consequences for investors...

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The Disadvantages of Annuity Contracts
June 19, 2017

When considering if buying an annuity is a good decision, it is important to understand both the advantages and disadvantages. Most commonly, the advantages are what many people who are considering annuities are shown.

"Having a better understanding of their disadvantages is equally important before a decision is made. The disadvantages of annuities depend on the type of annuity. These products can provide benefits for people in the right situations. However, they all have some disadvantages.

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What Are the Biggest Disadvantages of Annuities
September 2015

The disadvantages of annuities depend on the type of annuity. These products can provide benefits and advantages for people in the right situations. They all have some disadvantages.

"Single Premium Immediate Annuities or SPIAs

"This annuity will provide a guaranteed (by the issuer only) income for the life of the annuitant where payments typically start one month after purchase.

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