• 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

  • Ten Years Gone - Q3 2018

    At some point in their lives, most have likely had the frustrang experience of trying to encourage a friend or family member to make a positve life change, only to be met with a halfhearted commitment that both parties know is unlikely to go anywhere. Indeed, if everyone actually heeded such advice, America would soon be a naon full of exercise fanatics who enjoyed eight hours sleep and flossed their teeth daily. Instead, we’re constantly tired, only 30% of us acknowledge daily flossing, and even fewer get the recommended amount of exercise.

    Of course, we use many explanations (some might say excuses) to justfy our unwillingness or inability to change. One common reason is an “If it ain’t broke, don’t fix it,” attitude. After all, if a close friend is currently enjoying good health, despite the sedentary lifestyle of the average American office worker, it’s sure to be hard to convince him that he should train for an upcoming 5-K race – even if, in the longterm, you both know the benefits of doing so.

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