Some advisors are clamoring for managers to harvest any and all available tax losses in their clients’ accounts. But harvesting all the losses in a portfolio creates risk—risk that can cost far more than the transaction will benefit the client.
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Can the municipal bond market overcome a liquidity shortage triggered by the COVID-19 pandemic? Find out which sectors carry the most risk of leading to a credit crisis.
The current COVID-19 crisis is a true black swan event that has arrived with great velocity and far reaching consequences. In hindsight, risk managers and thought leaders have been warning of the potential effects of a global pandemic for years. Learn about the risks and strategies to prepare, respond, and adapt to a future Black Swan event. Emerge stronger and better equipped.
When developing a model coronavirus response plan, there are three areas family businesses and family offices should consider. In addition, it is important to have an FAQ communication for employees. A sample FAQ is provided, keeping in mind that each employer will have different answers to the questions asked based on its unique considerations and needs.
Will the municipal bond market survive unprecedented economic downturn amid a growing pandemic? Find out why muni credit ratings aren’t indicative of long-term creditworthiness.
What started as a China-specific issue is spreading fast across the globe for one business after another. One estimate says organizations may lose up to $1.1 trillion before the COVID-19 tragedy ends. Korn Ferry experts believe leaders must rely on agility, transparency, and forward-thinking strategies throughout the crisis.View the video series to learn more about leading in a time of crisis:
Social distancing drives a great need for virtual work, including in the area of assessments. Until the advent of technology that enabled remote simulations, in-person leadership simulation assessments comprised of interviews, tests, and a variety of live interactive business simulations. In this report, two case studies highlight the robustness of executing leadership simulations virtually.
It’s easy to say that a calm and long-term approach to market volatility is the best one—but it’s not always easy to take that approach. Now is a good time to reflect on steps to take to make sure your portfolio stays healthy. Some of these steps may be painful, since its instinctual to avoid what is perceived to be a dangerous situation. However, history has demonstrated that the most painful investment decisions tend to be the most rewarding.
Investing outside of one’s home country is a common and effective way to diversify a portfolio. Investors must make an important choice between using foreign ordinary shares or American Depository Receipts (ADRs) to achieve this diversification. Both security types share the same foreign company risk, but there are some key differences between the two. While there is much to consider before making the decision, there’s no wrong answer between the two types—only the best fit based on investor preferences and priorities.
After the death of a retirement plan participant or IRA owner, non-eligible designated beneficiaries of a retirement account (other than a Roth) will experience an acceleration of taxable income and the loss of tax-deferred growth that was available before the enacted SECURE Act (Setting Every Community Up for Retirement Enhancement).