Commonwealth Independent Advisor

Actively Seeking Tax Alpha

Posted by Tim Helman, CFP®, ChFC®, CLU®

September 9, 2020 at 11:00 AM

Taking an active approach to investment tax management is one of the best ways to consistently add value to your clients’ portfolios. Any outperformance realized is known as tax alpha—a portfolio’s excess return after taxes minus its excess pretax return.

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Topics: Asset Management & Investing, Compliance

Help Your Clients Become Intelligent Investors

Posted by Brian Glazer, ChFC®

August 5, 2020 at 11:00 AM

As the long months of quarantine wore on and with no more episodes of Tiger King to watch, I turned my attention to the books gathering dust on the shelf. To start, I decided to tackle The Intelligent Investor, a 550-pager by the “father of value investing,” Benjamin Graham. Well, folks, it did not disappoint! While many have tried to come up with the secrets to investing success, I believe that Graham has actually done it.

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Topics: Asset Management & Investing

When Should You Rebalance Client Portfolios?

Posted by Duane McDonald, ChFC, AIF, RICP

April 15, 2020 at 11:00 AM

It’s always a challenging question, but the current market volatility brings it particularly into focus. Normally, like many advisors, you may prefer calendar rebalancing—quarterly, semiannually, or annually. And, whatever the time frame you set, it’s likely that you’ve recently addressed the need for rebalancing during your end-of-year portfolio reviews. But now, given the significance of the economic downturn and widespread uncertainty regarding where the markets will go in coming months, what should you do?

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Topics: Asset Management & Investing

What Should Clients Read to Learn About Financial Literacy?

Posted by Sarah Hargreaves

March 25, 2020 at 11:00 AM

April is National Financial Literacy Month, a time to focus on establishing and maintaining healthy financial habits. In times of market fluctuation and economic uncertainty, it’s more important than ever for your clients to know how to budget, invest, and plan for the future. Everyone has different goals, but understanding the fundamental concepts at play is a pivotal first step to achieving financial success. 

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Topics: Asset Management & Investing

Millennial Clients and Sustainable Investing

Posted by Chris Stuart, CFA

February 11, 2020 at 10:30 AM

Who are the millennials? Using a generally accepted birth range of 1981 to 1996, they vary in age from 24 to 39 this year. According to Pew Research, the group was set to overtake baby boomers in 2019 as the largest generational cohort in America. And, over the next few decades, millennials are expected to be on the receiving end of a $30 trillion wealth transfer from baby boomers.

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Topics: Practice Management, Asset Management & Investing

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