Section
Tax Alpha
3 posts
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 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 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.
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 —…