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On Friday, November 13, J.P. Morgan Asset Management and 55ip cohosted an educational and actionable discussion entitled “Exploring the Link Between Volatility & Tax-Smart Management”, moderated by J.P. Morgan’s Tai Emeghebo, Executive Director and Sr. Relationship Manager. 

J.P. Morgan Market Strategist David Lebovitz talked about the outlook for market volatility in the wake of the U.S. presidential election. 55ip’s Head of Investments, Dennis Follmer, explained how advisors can use tax-smart investment management to differentiate and grow their practice. Just a few of the key takeaways from the session included: 

  • Periods of higher volatility create more opportunity for advisors to shine through adding value to clients with proactive measures such as tax-smart investment management.  
  • From an asset allocation perspective on building portfolios to withstand volatility, on a rolling five-year basis, 50/50 equity/fixed income portfolios have had positive returns for any five-year period since 1950. 
  • Technology is arming advisors with intelligent automation for tax transition of client assets to new models while controlling the out-of-pocket tax cost 
  • Burgeoning deficits will likely have significant implications on tax policy in the foreseeable future, and will likely drive tax rates higher, regardless of which party controls Washington, making tax-smart management more important as we look ahead. 

Both the live session and recording offer one hour of continuing education credit through the CFP Board. Click here to access the recording. For those who wish to obtain the CE credit, be sure to fill out the five-question multiple choice assessment at the end of the session. 

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