Articles and White Papers
Many of us are facing a much larger tax obligation this year, owing to strong markets. There may not be a more financially rewarding use of your time into year end for wealth management than brushing up on your options for managing this liability.
At jhh, investment portfolios tailored to each client’s individual needs is only the first step. Part of our ongoing relationship includes recognizing detrimental biases and coaching our clients against making emotional and harmful decisions based on those biases. Read more HERE.
Given the challenges of the current market environment and uncertainty for the future, it’s critical now more than ever to allocate holdings to an active management strategy.
Whether for outdoorsmen, environmentalists, or former US Presidents, the conservation easement has offered tax efficiency for many.
While conservation easements have for years been a sensitive topic with the IRS, they remain a tax-efficient tool for those interested in both environmental conservation and deductions when properly administered. As clients consider taxes in advance of year end, conservation charities may become useful tools. In 2019 two clients each had a question. One of
Among financial professionals, “Sell in May and Go Away” is a well-known adage. This adage refers to historic market underperformance from May to October. If there is indeed correlation between peak vacation season and market volatility, one would think that the summer of 2021 reopening from COVID-19 lockdowns would be the coup de grâce against
It is important for clients to know the difference between speculation and gambling. When investors speculate, they open positions in packages of assets that are riskier than the market. True speculation involves analysis of a company’s attributes such as rarity, growth potential, product development, etc. If the proper analysis is conducted, investors can enjoy market
Recent market volatility makes it easy to forget that just six months ago the markets entered the 10th year in a row of its bull run. At that time, not only were the markets overvalued, but the length of the record-breaking bull run dictated caution. Furthermore, several considerations such as a housing crisis, debt levels,