VantagePoint

Welcome to VantagePoint - Scivantage's Corporate Blog! This interactive community offers insight into our products, services and thoughts on the issues impacting your business. Feel free to join in the discussion.

When Will Deemed Dividends Under Section 305(c) Become a Final Rule? Or Has it Already?

In April of 2016, the IRS published proposed regulations providing that conversion rate adjustments (CRAs) on convertible instruments are deemed dividends and are subject to withholding by withholding agents.  A comment period was scheduled ending 7/12/2016 in which seven comment letters were filed and posted to the docket on Regulations.gov.  On 7/5/2016, the IRS published ...

PEOTUS Trump and Your Investments

You’ve probably heard there was a recent election in the US. Regardless of how you feel about the outcome, “bigly” changes to the tax code are likely and they will affect all investors. If you are investor, you should be thinking about this now. Smart investors always know the cost basis of their holdings so ...
By scivantage | November 28, 2016 | Cameron Routh, Scivantage

Cost Basis is Sexy

Cost basis is a funny thing. Every investor knows a little something about it. Since 1913 it’s been the foundation for taxes on capital gains (I’m not absolutely certain about that date; but, really, who’s going to check?). It has appeared on statements and brokerage websites for years. It was almost always incorrect. The basic ...

Ownership, Empowerment, and Innovation…It’s How We Roll!

What’s your company’s culture? If someone asks you to describe it, can you? Do all teammates in your company know it? And more importantly is everyone living by it? It can be challenging to actually put pen to paper in articulating a company’s culture. You may kind of know it, but to actually explain it…that ...

Why Air Guitar Is Important In Business!

Whatever you do in your company and career find the air guitar sweet spot. If you feel good about what you are doing it makes what you're working on much easier....
By scivantage | April 4, 2016 | Chris Farber, Marketing
Scivantage - Business

Truth, Transparency, and the Individual Investor

Today’s individual investor desires, requires, deserves, and would greatly benefit from a higher level of portfolio transparency than they currently have access to. This holds true for the self-directed investor in a brokerage account as much as it does a retirement account....
Scivantage - Goldfish

Raising Your Social Profile And Why It’s Important!

I often say if you raise your profile in life by definition you raise the profiles of those around you too. Unfortunately, the opposite is true as well so be careful who you run with. Your profile is all you have. It is defined primarily by who you associate with, your actions and how you communicate your thoughts and beliefs. That’s about it....
By scivantage | March 16, 2016 | Corporate, Hear from the Experts, Thought Leadership

Go With the Flow In Building a Rich Client Experience

As a leading FinTech company, we’re in a position to see new industry trends before they take shape. Some trends happen quickly while others unfold over a longer period. Today, a trend is evolving that will forever reshape the financial services industry even more than it has already: Unified Digital Wealth Management....

Culture Eats Strategy for Breakfast, Lunch and Dinner!

The power of a company culture is extreme and is why Peter Drucker did say that attempts to change one are futile. He was a proponent of working with what you have and often compared company culture to country culture....

Understanding How Clients Value Your Business

The lesson here is to constantly keep abreast of innovation and client perspective. Being the best at what you do doesn’t matter much if customers don’t value what you do. Focusing on customer needs, not on specific products, is essential to achieving lasting success....
By scivantage | February 28, 2016 | Cost Basis, Scivantage Maxit, Thought Leadership

Our Mission: Create Referenceable Clients

Many companies, in order to capture everything they want to be for their clients (with good intent) try to jam everything into the mission statement, ultimately to the point that no one can actually remember them, to some extent making them worthless....
By Scivantage | January 15, 2016 | Client Engagement, Client Service, Corporate