Alexander Rupert

CFP®
Personal Finance, Investing, Lifestage Based Planning
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“Alex Rupert, Assistant Portfolio Manager at Laurel Tree Advisors, passionately advocates, advises and educates his clients by offering simple and comprehensive guidance to achieve their financial freedom.”
Firm:

Laurel Tree Advisors

Job Title:

Assistant Portfolio Manager

Biography:

Alexander (Alex) Rupert is an Assistant Portfolio Manager at Laurel Tree Advisors. Alex joined the firm while earning his Bachelor of Business Administration degree focusing on Finance. He graduated from the University of Akron and joined Laurel Tree Advisors in his current role in 2014.

Alex is very active on the firm’s investment research committee, providing in-depth reports on securities and economic topics. He also reviews and analyzes investment portfolios as well as preparation and presentation of financial plans. He has developed multiple templates and tools that streamline portfolio allocation and apply investment research that the company currently uses in their business processes. Maintenance of the company website, social media and other various technological tasks are part of Alex’s routine.

In addition to creating financial plans and managing portfolios for clients that are nearing or in retirement, Alex specializes in creating financial plans for the younger demographic who want to maximize the efficiency of their income and resources.

Alex is a member of the Financial Planning Association of Northeast Ohio where he leads the technology committee and develops website strategies. Alex participates in virtual financial planning through Nerdwallet’s Ask an Advisor. Alex also participates in the Steering Committee of the Muldoon Partners at the Muldoon Center for Entrepreneurship where he helps with the strategy and direction of the group. Alex is also a member of the Estate Planning Council of Cleveland.

Alex is enthusiastic and creative, with an interest in health and fitness as well as developing relationships and becoming part of the Cleveland community.

Assets Under Management:

$37 million

Fee Structure:

Fixed
Asset-Based
Hourly

CRD Number:

6424144

Disclaimer:

Answers given on Advisor Network do not include all of the information required to create a financial plan or take an official tax position. Advisor Network questions and answers will probably not apply directly to each situation. Before implementing any advice on Advisor Network, you should seek the advice of a professional expert.

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October 2016
    Investing, Stocks
January 2017
December 2016
December 2016

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    Personal Finance
Are dividends considered passive or ordinary income?
100% of people found this answer helpful

One might get the impression that dividends are passive income because owning a stock and receiving dividends is passive in nature. Often times, portfolio income, interest, and even lottery winnings will be confused as being passive income by investors. There are only two sources of passive activity: rental activity income or business income in which the taxpayer does not materially participate.

Dividends can be classified as either ordinary or qualified. Ordinary dividends are taxable as ordinary income, qualified dividends that meet certain requirements are taxed at lower capital gain rates. Ordinary dividends are the most common type of distribution you would receive from a corporation or a mutual fund. You can assume that any dividend you receive is an ordinary dividend unless the delivering firm tells you otherwise.

For a dividend to be considered qualified; the dividend must be paid by a US corporation or a qualified foreign corporation and you must meet a specific holding period. For the holding period to qualify you must hold the stock that is paying the dividend for 60 days during the 121-day period that begins 60 days before the ex-dividend date. There is also a list of distinct types of dividends that are automatically considered non-qualified. Some popular examples on this list are dividends paid by:

  • Real estate investments trusts (REITs)
  • Master limited partnerships (MLPs)
  • Employee stock options 
  • Tax-exempt companies

I hope you found this helpful.

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