Tag Archives: taxes
The Taxing Effect of Taxes
“Be thankful I don’t take it all, cause I’m the taxman.” George Harrison (The Beatles) in “Taxman” For over 20 years, S&P Dow Jones Indices has compared index performance against actively managed funds and published the results in the SPIVA® Scorecards. Active funds have often struggled to match the returns of capitalization-weighted benchmarks like the…
- Categories Equities, S&P 500 & DJIA
- Other Tags
- Categories
- Equities, S&P 500 & DJIA
- Other Tags
Financial Planning Using Indices: From Taxes to Factors
How are advisors putting SPIVA data and factors to work as they build long-term plans to help clients achieve objectives? Delta Wealth Advisors’ Dino Efthimiou and Niko Finnigan join S&P DJI’s Brent Kopp for a practical look at the importance of tax management and the role of indexing in building a comprehensive plan for clients….
- Categories Factors
- Other Tags
Getting to Know the SPIVA After-Tax Scorecard
What do the SPIVA Scorecard results look like once you factor in taxes? Join S&P DJI’s Anu Ganti and Joseph Nelesen for a deep dive into key findings from the inaugural SPIVA After-Tax Scorecard.
- Categories Equities
- Other Tags
- Categories
- Equities
- Other Tags