Why More Advisors than Ever are Personalizing Portfolios with Tax-Efficient SMAs

Published on June 30, 2025

As the advisory landscape continues to evolve, one theme is increasingly clear: advisors need more flexibility to meet the diverse and growing expectations of their clients.

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Medical Properties Trust: Final Update

June 30, 2025
Chuck Carnevale provides an update on Medical Properties Trust (MPW), a hospital real estate investment trust (REIT) he has held for several years.

Meet the 899-Ton Elephant in U.S. Tax Reform

June 30, 2025
It’s often said there are only two certainties in life: death and taxes. However, the tax landscape may become somewhat murkier, as the recently passed U.S. House budget bill may potentially lead to some non-U.S. investors paying more taxes than previously anticipated.