Keeping More In Portfolios and Less with Uncle Sam

Keeping More In Portfolios and Less with Uncle Sam

How can advisors help clients keep more in their portfolios? In this episode host Jenine Garrelick sits down with Doug Orton and Eric Zubris to explore tax diversification, municipal bonds and active management to provide strategies that can help improve flexibility and long-term client outcomes.   The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC.

Clarity Over Complexity: Simplifying Active ETFs and SMAs

As investment choices expand, so does complexity. In this episode MFS’ Jamie Harrison and Justin Hansen dive into the evolving roles of SMAs and active ETFs, covering tax efficiency to transparency and why vehicle choice should always start with client needs.   The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC.

Grow or Plateau: Give Your Practice the EDGE

What separates advisor teams who thrive from those who plateau? Host Jenine Garrelick sits down with MFS’ Doug Orton and Emily Dupre to explore how focusing on Efficiency, Distinction, Growth, and Excellence can help advisors strengthen their practices, deepen client relationships, and continue to succeed.       The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd.

The Questions Every Advisor Should Be Asking in 2026

From the rise of AI-driven markets to the evolving views on active management, the latest Straight Talk episode wraps up what was top of mind for advisors in 2025 and starts digging into the year ahead.   The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd.

How Can You Put AI to Work for You?

In this episode of Straight Talk, we explore why the tech-savvy advisor treats AI as a partner, not a competitor, and we dive into how advisors can use AI to level up their practice while maintaining the human touch that their clients need.   The views expressed in this presentation are those of the presenter. These views should not be relied upon as investment advice, as securities recommendations, or as an indication of trading intent on behalf of any other MFS investment product. MFS does not provide legal, tax, or accounting advice. Clients of MFS should obtain their own independent tax and legal advice based on their particular circumstances. Past performance is no guarantee of future results. No forecasts can be guaranteed. Unless otherwise indicated, logos and product and service names are trademarks of MFS® and its affiliates and may be registered in certain countries. Distributed by: U.S. - MFS Investment Management and MFS Fund Distributors, Inc., Member SIPC; Latin America - MFS International Ltd.