John F. McLaughlin, CFA

John F. McLaughlin, CFA

Director—Wealth Strategies Group

15 Years at AB
15 Years of experience

John F. McLaughlin is a Director and Senior Vice President in Bernstein’s Wealth Strategies Group. He focuses on tax-efficient wealth management and asset allocation decisions for private clients and their advisors. John is a Portfolio Manager for PaTH US Equity, Bernstein’s index-driven, tax-loss-harvesting investment strategy. He has been the author of and a contributor to the firm’s published research on several topics, including income- and estate-tax planning strategies, asset allocation and planning for cross-border families. John joined the firm in 2005 and has been a member of the Wealth Strategies Group since 2008, serving as senior research analyst before being named a Director in 2014. He earned his BS in finance from Georgetown University. John is a Chartered Financial Analyst charterholder since 2009 and is also a member of the CFA Society New York.

Winter Is Coming…Plan Ahead for Potential Tax Changes
The Risk of De-Risking

The Risk of De-Risking

by Paul Robertson, John McLaughlin
With the stock market’s recent volatility, now may seem like a good time to take profits and wait on the sidelines until the proverbial dust settles. After all, the bull market has persisted for nearly 10 years, the US Federal Reserve continues to raise rates, and global economic growth is decelerating (albeit modestly). Throw in an ongoing trade war and pockets of political turmoil, and taking profits may seem like a sensible strategy in these uncertain times.

Wealth Planning


Likes 0
SHARE
Bookmarks
Cross-Border Investors Struggle to Fit In
Shifting Gears: Planning for the Death of a Foreign Grantor

Shifting Gears: Planning for the Death of a Foreign Grantor

by Shelly Meerovitch, John McLaughlin, Catherine Gallagher
A change in tax status can transform a foreign trust from a highly efficient structure to a costly and burdensome vehicle for its US beneficiaries upon the death of a foreign grantor. The good news? Several strategies can alleviate the potential impact of US taxes—provided they’re put in place before the foreign grantor’s death

Wealth Planning


Likes 0
SHARE
Bookmarks
Boosting the Power of Drop-Off Trusts
Blueprint for Tax Efficiency
Global Families, Complex Needs: A Checklist for Cross-Border Investors
LOW INTEREST RATES AMPLIFY VOLATILITY
There’s No Free Lunch with Structured Notes
Buyer Beware: Questions to Ask Before Investing in Structured Notes
Structured Notes: Read the Fine Print
Clearing the Tax Hurdle to Beat Index Funds

The content on this page may include link(s) that will take you out of our website. This is provided for your information and convenience. We are not responsible for the content of any third party's website, including the website(s) you may link to. We are not affiliated with any other website and do not endorse any information contained on any third party's website.

Back to a top