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Sheryl Rowling

Sheryl Rowling, CPA, is head of rebalancing solutions for Morningstar. In this role, she focuses on tax-efficient portfolio management strategies for Morningstar’s Total Rebalance Expert (tRx) software and serves as a subject-matter expert on tax-efficient investing, portfolio rebalancing, and advisor practice management. Rowling has nearly 40 years of experience in the financial services industry. In addition to her role at Morningstar, she is the principal of Rowling & Associates, an investment advisory firm.

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Advisor Insights

Practice Wise: Advisors - Client Data Privacy is Your Business

Jul 1, 2019

Telling your clients how you protect their data is not only important, it can help build trust and enhance your client relationships—and there's a good chance it will differentiate your firm from others who aren't raising this issue.

Advisor Insights

Why Diversity Is Good for Your Business (and the World)

May 20, 2019

Advisors are rewarded in many ways when they grow diverse teams.

Advisor Insights

Sheryl Rowling's Practice Wise: Should RIAs Offer Tax Services?

Apr 1, 2019

We look at the pros and cons of bringing tax services in-house.

Advisor Insights

Sheryl Rowling's Practice Wise: The Smart Way to Use Model Portfolios

Mar 7, 2019

Consider these points when building a set of model portfolios.

Advisor Insights

The Five Biggest Lessons I've Learned as an Advisor

Jan 16, 2019

Sheryl Rowling offers some practical tips on what's important in running a firm.

Advisor Insights

How to Help Clients Avoid Capital Gains Distributions

Jan 2, 2019

It takes effort, but you’ll be thanked.

Advisor Insights

Avoiding The Capital Gains Distribution Trap

Dec 12, 2018

Advisors can prevent their clients from having to pay tax on phantom income, but there are two important caveats to keep in mind.

Advisor Insights

Making Sense of the Qualified Business Income Deduction

Oct 25, 2018

IRS issues regulations on this complex area of the new tax law.

Advisor Insights

Holding Bonds Under the New Tax Law

Aug 21, 2018

Investors should adopt a dynamic location optimization strategy.

Advisor Insights

The New Pass-Through Business Tax Break

Jun 11, 2018

Here’s what we know now.