Asset Location: Maximizing Growth While Minimizing Taxes

Asset Location: Maximizing Growth While Minimizing Taxes

When building an investment portfolio, we often spend a lot of time on what specific asset classes will make up the “investment pie.” Determining the right mix of asset types, namely stocks and bonds, to help maximize profits while minimizing risk is what we refer to as Asset Allocation. The idea is to strike the […]

Read More »
Asset Location: Maximizing Growth While Minimizing Taxes
Will You Receive a Surprise Tax Bill in 2019?

Will You Receive a Surprise Tax Bill in 2019?

2018 will not go down as a great year in the investment world, as the volatility of the fourth quarter brought stock market losses across all major asset classes. Despite this, many actively managed mutual funds distributed significant taxable capital gains in December. This is the result of significant gains that have been building in these funds […]

Read More »
Will You Receive a Surprise Tax Bill in 2019?
Tariffs, Trade Deficits and the Impact on Your Portfolio

Tariffs, Trade Deficits and the Impact on Your Portfolio

It has become increasingly impossible to read or listen to any financial news lately that doesn’t include some discussion of tariffs.  So, what are tariffs?  Do they even matter? Tariffs are a tax or duty to be paid on a certain class of imports or exports.  They are certainly not a new phenomenon as they […]

Read More »
Tariffs, Trade Deficits and the Impact on Your Portfolio
China and the US, Who Needs Who More?

China and the US, Who Needs Who More?

We hear a lot about China in the news. Some of it favorable and some of it not so good. Steel imports were the most recent topic, but the trade deficit, theft of technology, cost of doing business in China, currency manipulation, and the ownership of our government bonds continues to come up in the […]

Read More »
China and the US, Who Needs Who More?
By Nature or By Mandate?

By Nature or By Mandate?

As many have heard by now, the Department of Labor (DOL) made it clear through its April 6, 2016 ruling that investor interests must come first and their advisors must act in a fiduciary capacity.  The goal of the ruling is to protect investors by requiring all who provide retirement investment advice to plans and […]

Read More »
By Nature or By Mandate?