Section
Tax Alpha
7 posts
Alpha Architect's Wesley Gray: The Invisible Risks Inside Every Portfolio
Listen on The Move What if the portfolio your clients think they own is actually just an…
The $40 Billion Quarterly Shuffle: How Foreign Investors Are Sidestepping the U.S. Dividend Tax
Every three months, a pattern emerges in the U.S. ETF market so large and so reliable it can…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Unlocking the Handcuffs: Allspring Makes the Case Against Dividend-First Investing
For more than a decade, the case for equity income practically wrote itself. With the 10-year Treasury averaging…
The Return That Actually Matters: Ray Carroll on Finding Tax Alpha
Investors spend an enormous amount of time thinking about returns. They compare managers, debate fees, chase a few…
The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight
Ray Carroll, Managing Director and CIO, Neuberger Berman Breton Hill Quantitative Investing, makes the case that the after-tax return is the only number that matters and explains why the industry's habit of ignoring it is costing taxable investors dearly.
The Advisor's Job Is Changing. Som Seif Thinks That's a Good Thing
For decades, the investment industry had a fairly comfortable playbook. Build a diversified portfolio, own stocks and bonds,…
The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight
Listen on The Move What if the biggest drag on your client's wealth isn't the market —…