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Advisor, beware: Funds that use complex, hedge style methods may not be appropriate for client retirement accounts.
Some varieties of charitable remainder trusts can be tailored to donors' income needs.
Donating a conservation easement can be beneficial both to the environment and to a client's tax bill.
With a wider gap in tax rates, moving reported income among family members could have a big payoff. Advisors should consider a few if these strategies.
Leaving pretax money to charities reduces taxable distributions for other heirs.
With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.
Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.
An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.
Contributing appreciated holdings to charity can be a tax-efficient strategy.
Determining the “right” allocation to international equities for clients' portfolios isn’t easy and depends on who you ask.
These funds may give clients access to well-priced properties in Asian and European real estate markets, plus a break from the U.S. interest rate cycle.
American Depository Receipts can provide investors with an easy way to directly hold equities from around the world.
Indian stocks have been on a tear this year amid optimism about the country’s new government, but political uncertainty and rich valuations should give investors pause.
The payouts may be substantial, but don’t let the dividends from foreign equities and funds shrink because of tax withholding.
As the S&P 500 bounces around record levels, observers from Blackstone Group’s President Tony James to Yale Professor Robert Shiller find U.S. stocks overvalued, but the same isn’t true for foreign equities.
Three main factors behind the sector's outperformance over the past decade continue to push this asset class higher, advisors say.
Frontier markets exhibit the same signs of possible profitability that could be found a decade ago in emerging markets.
Besides the risks inherent in any equities, and those of gold price fluctuations, mining stocks may be subject to geopolitical threats as well. Is there any way to screen for such risks and focus on “safe” gold mining stocks?
Advisors who want to include single-country funds in clients' portfolios may have to choose between ETFs and closed-end mutual funds. While both versions trade like stocks, there are crucial differences to consider.
Is there any reason to include global stock funds in client portfolios? Why not just use domestic funds and foreign funds in their asset allocation?