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

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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