Eaton Vance Advisory

Our quarterly newsletter for financial advisors.

Income, Volatility, Taxes: Strategies. For times like these. 
Eaton Vance Advisory

Making the tax bite less painful

Spring 2014

Confronting the tax drag

When asked to identify the biggest risks to their long-term goals, many investors tend to underestimate—or overlook entirely—the impact of taxes. That is all the more surprising given that the “tax drag” on portfolio returns can be significant over long time frames, potentially consuming a quarter or more of every dollar earned by the average investor. The good news is that steps can be taken to reduce this tax drag.

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2014: Follow the opportunities, not the crowd

Winter 2013

Are you managing volatility, or is it managing you?

For many investors, “volatility” is simply a euphemism for “losing money.”

That is completely understandable because sharp downward swings in the market can be unnerving — it is basic human nature. While the market has had an impressive run recently, memories linger from the start of the century, which produced the five most volatile years on record for the S&P 500 Index since 1928 — 2000, 2002, 2008, 2009 and 2011.

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Strategies. For times like these.

Fall 2013

Income. Volatility. Taxes.

Interest rates have fluctuated before. Volatility has threatened. Taxes have risen. But few have seen a time when all three have happened at once.

That’s why many investors are anxious.

At Eaton Vance, we’ve been helping investors navigate these challenges for almost a century.

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Featured Insights

Will the bull keep on running?

Summer 2013

The unloved bull market

Richard Bernstein

The U.S. equity market has seen quite a rally in 2013. Both the Dow Jones Industrial Average and the S&P 500 Index eclipsed their 2007 record closing highs in the first quarter and are up 17.4% and 16.7%, respectively, year-to-date as of May 15, 2013. Additionally, the S&P 500 has risen more than 140% from its bear market low on March 9, 2009, having done so against a slowgrowth economic backdrop.1

1 Source: Factset. The Dow Jones Industrial Average is a price-weighted average of 30 U.S. blue-chip stocks traded on the New York Stock Exchange and the NASDAQ. The S&P 500 Index is an unmanaged index of large-cap stocks commonly used as a measure of U.S. stock market performance. Index performance is historical and not indicative of future results. It is not possible to invest directly in an index.

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Eaton Vance Insights

Our thought leadership on today's most compelling investing topics, including timely updates, deep market analysis and insightful commentary.

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Asset Class Centers

Explore our comprehensive, easy-to-navigate resources featuring a broad range of capabilities, timely insights, interactive planning tools, Q & As and much more.

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