Complicated investment strategies that have no defined structure or path are the surest way to set yourself up for investment failure. Taking the time to focus your investment strategy and simplifying your portfolio can be easy with these three simple steps. Consolidate accounts where you can. Having fewer accounts will reduce the confusion of multiple… [Continue]
February 10, 2017 By
A Focus on Tax Efficiency Pays Off
Building a tax-efficient portfolio should be a priority for every investor. Although the decisions made to create a tax-efficient portfolio are small, they always pay off with larger gains in the long term. Inefficient portfolios not only drag on returns, they also can result in a higher tax bill. As an investor who is focusing… [Continue]
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