Profile View Profile
emailContact Us
2009
Gregory R. Pasieka, CFA

Gregory R. Pasieka, CFA, is a Portfolio Manager in the Quantitative Active/Enhanced Index team specializing in tax advantaged strategies. He examines the answer to the question When Recognizing Losses, How Much is Enough?

Total Running Time: 5 minutes 35 seconds


 

Macromedia Flash is required to view the video on this page.
Alternate versions: Quicktime | Windows Media Viewer | iPhone

Past performance is no guarantee of future results. Periods greater than one year are annualized except where indicated. Return assumptions reflect the reinvestment of dividends and other earnings and are shown before the deduction of investment management fees. Actual portfolio returns would be reduced by investment management fees and other expenses relating to the management of your account. This assumption has been factored in the resulting Net Recognized Capital Gains Forecast illustration results. There is no guarantee that the investment objectives of any fund or strategy will be met. The information in this report has been obtained from sources believed to be reliable, but its accuracy, interpretation, and completeness are not guaranteed. Opinions expressed are current as of the date appearing in this material only and are subject to change without notice. The information in this paper is general in nature and should not be construed as tax advice. A tax advisor should always be consulted as to how this information affects your particular circumstance. The sample data presented is intended to illustrate products and services available at Northern Trust. They do not necessarily represent experiences of other clients, nor do they indicate future performance. Individual results may vary.

LEGAL, INVESTMENT AND TAX NOTICE. Information is not intended to be and should not be construed as an offer, solicitation or recommendation with respect to any transaction and should not be treated as legal advice, investment advice or tax advice. Clients should under no circumstances rely upon this information as a substitute for obtaining specific legal or tax advice from their own professional legal or tax advisors.

IRS CIRCULAR 230 NOTICE: To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. For more information about this notice, see http://www.northerntrust.com/circular230.