Download White Paper The role of an advisor or consultant when working with clients is to help in selecting and monitoring collective investment trusts (CITs). Since this arena is still an emerging environment, not all asset managers have access to CITs. By working with plan sponsors, advisors can add value by detailing the benefits of CITs for all investment options, which includes the cost structure differences between CITs and mutual funds.
September 29, 2020, GEM 22—With this being an election year, three potential tax scenarios could affect your year-end planning efforts. First, consider the tax laws that President Trump instituted in 2017 under the Tax Cuts and Jobs Act, then look at the older tax provisions that are still in effect, and finally consider how your planning might be affected by the tax proposals put forth by Democratic presidential candidate Joe Biden.
September 25, 2020—As the election approaches, the question surfacing more and more in our discussions with clients and other investors is what the outcome will mean for markets. The very nature of this question suggests a somewhat straightforward answer. The reality is anything but.