Time To Rethink Portfolios and Distributions

These harsh economic times should induce clients, fiduciaries and their advisors to review trust distributions and portfolio viability. Many investment advisors expect returns on investments during the next 10 to 20 years to be harder to replicate than during the previous 10 to 20 years. At the same time, inflation will take its toll. And it's widely expected that ordinary income and capital gains

These harsh economic times should induce clients, fiduciaries and their advisors to review trust distributions and portfolio viability.

Many investment advisors expect returns on investments during the next 10 to 20 years to be harder to replicate than during the previous 10 to 20 years. At the same time, inflation will take its toll. And it's widely expected that ordinary income and capital gains tax rates will increase sometime after this year.

Clearly, it's going to be a ch

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