tax

Advisor Upside

In High-Distribution ETFs, Not All That Glitters Is Gold

Photo by Kelly Sikkema via Unsplash

Too often, investors waste a significant portion of their income by failing to pay attention to the tax implications of the ETFs they hold.

8 min read

Photo via Stanislav Kogiku / AFLO Sports/Newscom

Electric Vehicles

Tesla Grabs One for the Road With Windfall from Expiring EV Tax Credit

In fact, the EV credit expiration sparked a record one sales quarter, with the company delivering 497,099 vehicles worldwide.

1 min read
Photo via Kelly Sikkema

Advisor Upside

Tax Planning Is Table Stakes for Advisors

Nearly 70% of high-net-worth clients said advisors should help them reduce their taxes, Cerulli found.

2 min read
Advisor Upside

When to Dump that Expensive Investment Fund

Tax-law and human behavior are complicated, but there’s a method to mitigating past investment mistakes.

5 min read

Advisor Upside

Sagging Markets Mean Roth Conversions Go on Sale

Photo by Designer491 via iStock

Clients can save by converting to Roth accounts, but they should consider current tax brackets and cash on hand, advisors said.

2 min read

Electric Vehicles

Biden Reportedly Planning a 100% Tariff on Chinese EVs

Photo by Michael Förtsch via Unsplash

But the ramped-up protectionist wave hasn’t extended to investor interest in new shares of Chinese companies.

2 min read

OP-ED | Power Corridor

The King’s Conundrum

Photo by Katie Chan via CC BY-SA 4.0

If tax havens refuse to change, then what can stop them?

3 min read

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