Investment Executive
October 8, 2024.
Joseph Bakish, Portfolio Manager, Wealth Advisor, discusses with Investment Executive the importance of working through the details of the higher capital gains inclusion rate – especially as the year comes to a close.
“Whatever the scenario, you should connect with clients’ accountants to ensure tax planning is implemented correctly, particularly in a year featuring two different capital gains tax regimes.”
2024
Why some advisors are turning to alternatives in tricky bond environment
October 24, 2024 - Diana Orlic discusses how the alternative credit space can generate consistent returns amid inflation and interest rate uncertainty.
2024
How this advisor learned balance
October 24, 2024 - How did Tiffany Harding’s journey to financial independence shape her career? She shares her story in Globe Advisor’s Behind the Advice.
2024
Financial planning for the sandwich generation
October 18, 2024 - Lynn MacNeil & Diana Orlic stress setting clear boundaries around time and money for women in the sandwich generation. Learn their…