Robert Gordon
Robert Gordon is a contributing writer for On Wall Street, adjunct professor at New York University Stern School of Business and president of Twenty-First Securities.
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Yes, these notes can be risky, but they have their virtues.
May 1 -
ETFs routinely purge portfolios of holdings with large unrealized gains, while mutual funds seldom utilize this powerful tool.
April 29 -
There are various ways to buy a call option on the S&P 500, and each has its own taxation structure.
March 29 -
Despite counterparty risk, these vehicles feature tax benefits for clients that ETFs don't.
February 25 -
Several factors should be weighed when clients are deciding whether they should defer taxes on their investments.
January 27 -
Advisors may want to highlight the tax- savings strategies recently made permanent by Congress for investing in QSBS, REITs and more.
January 11 -
Certain tax strategies can pay off in January. Advisors may want to have their clients jump on these as soon as 2016 starts.
December 23 -
The restriction prevents clients from selling at a loss and buying back the same asset within 30 days. But there are strategies advisors can employ to use the rule to their clients advantage.
November 9 -
Who really benefits from a partnership paying its performance fees not with cash but with a slice of the profits?
October 28 -
SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.
October 27
