• Copeland White Paper I - Dividends & Tax Rates

    June 30, 2012 - As it stands today, barring a political compromise, the highest tax rate payable on dividends will jump from 15.0% to 43.4% for the 2013 tax year. That sets up two important questions for investors in dividend-oriented strategies. First, how will the securities of dividend payers and dividend growers perform relative to the market as investors are forced to share a larger portion of their income with the government? And second, will companies opt to put their cashflows to alternative uses, such as stock buybacks or M&A, rather than grow their dividends?


Copeland Review - Investment Commentary

  • Jelly of the Month Club- Q4 2017

    Regardless of one’s political leanings, it’s fair to say that the markets have adjusted well to President Trump’s, shall we say, “unorthodox style.” While he has engaged a variety of adversaries through the Twittersphere – where a global media frenzy can be conjured up in 280 characters or fewer – corporate America and the equity markets have all but tuned out the noise. Instead, they’ve hung their hats on expectations that he will follow through on two of his core campaign promises: significant regulatory rollbacks and tax reform. Both factored heavily in his campaign and, ultimately, his election.
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