Bond picking is harder than you might think
Distressed hedge funds may suit clients eyeing outsized returns
Cancer diagnosis means a client needs to fast-track her decision on whom to leave the land to—and how.
When the IRS discovers someone’s non-compliant, it sends a notice.
One form of distressed investing aims to profit from the remnants of the securitized loan pools that took centre stage in the financial crash of 2008.
Ensure clients understand tax implications
Read any financial publication—ours included—and you’ll see plenty of articles on how equity fund managers pick stocks. Less often discussed is the bond-picking trade.
Budget 2015 promises to ease the filing burden in a number of areas involving international tax.
There’s a corresponding change to the Dividend Tax Credit and gross-up factor, but clients still stand to have an extra $10,000 in tax-advantaged investment capital if they plan properly.
Energy companies are prioritizing earnings strength over production growth.