How To Avoid Distributions and Build Tax Efficient Portfolios

At the end of every calendar year, many mutual fund managers distribute capital gains to shareholders, delivering tax implications that are equally painful for advisors and their clients. As an advisor, you’re tasked not only with helping your clients manage their investments, but also managing the tax implications of gains and losses from those investments. … Continued

End The Year with More AUM, Less Distributions

At the end of every calendar year, many mutual fund managers distribute capital gains to shareholders, delivering tax implications that are equally painful for advisors and their clients. As a wholesaler, you want to build long-lasting and mutually beneficial relationships with your advisor-partners. So how can wholesalers help limit distributions and their associated side effects? … Continued

How To Find the Best Mutual Funds

When putting together an investment portfolio, whether for yourself or on behalf of a client, fund selection is a pivotal exercise. Firstly, what is a mutual fund? Put plainly, a mutual fund is a pool of money from many investors that a fund manager(s) invests in stocks, bonds, and other securities. Investors buy shares of … Continued

Top 3 Reasons CFAs Choose YCharts

In order to put your vast and detailed knowledge set to work, you need a platform that can keep up with your fine-tuned research process yet help you simplify and relay insights to clients, prospects, and colleagues. (Remember, they haven’t studied this stuff for hundreds and hundreds of hours). CFAs need the horsepower of a … Continued