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Investment Advisor

Combating Hidden Trading Costs: Here Be Dragons

Submitted by Desmond Wealth Management, Inc. on April 17th, 2017

In days of yore, navigational maps were often illustrated with dragons and sea monsters, indicating that danger was afoot on the high seas. The imagery may have been mythical, but the risks were real enough, especially for travelers who failed to equip themselves for the journey. To this day, risk and reward remain tightly connected for those venturing into our global markets.

Tags:
  • investment
  • Investment Advisor
  • Trading Costs
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Timeless Tips on Tax-Wise Investing - Part II: You and Your Tax-Wise Team

Submitted by Desmond Wealth Management, Inc. on April 12th, 2017

In Part I of our series on Tax-Wise Investing, “You and Your Investments,” we explored how to engage in year-round tax-wise investing by adopting your own best practices as well as by favoring fund managers who are likewise keeping a tax-efficient eye on their offerings.

Tags:
  • Asset Location
  • investment
  • Investment Advisor
  • Portfolio goals
  • Tax Planning
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Timeless Tips on Tax-Wise Investing - Part I: You and Your Investments

Submitted by Desmond Wealth Management, Inc. on March 29th, 2017

While “tax season” may imply that there is an optimal time to think about your income taxes, the best way to minimize your annual “pay-triotic duty” is to engage in year-round tax-wise investing, with ongoing best practices in:

Tags:
  • investment
  • Investment Advisor
  • Planning
  • Portfolio goals
  • Roth IRA
  • Tax Planning
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The Art of Asset Location

Submitted by Desmond Wealth Management, Inc. on February 6th, 2017

When it comes to buying or selling your home, most of us already know that the price depends on three things: location, location, location. Asset location is a similar if less familiar rule that applies to your investments. By managing asset location within your portfolio, we help you keep as much of your wealth as possible – even after the tax man takes his cut.

Tags:
  • Asset Location
  • Investment Advisor
  • Portfolio goals
  • Tax Planning
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Investment Management vs. Financial Advice

Submitted by Desmond Wealth Management, Inc. on October 17th, 2016

One of our favorite writers on common sense investing is Ben Carlson. We’ve always enjoyed his blog. This is a recent one that we felt was worth sharing:

There’s never been a better time to be an investor.

Tags:
  • Financial Planning
  • investment
  • Investment Advisor
  • Portfolio goals
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The Wine Lovers' Guide to Investing

Submitted by Desmond Wealth Management, Inc. on July 13th, 2016

Savoring a vintage wine is one of life’s great pleasures. However, often overlooked in the joy of consumption is the carefully calibrated journey from grape to glass. Similar levels of care are critical to good investment outcomes.

Tags:
  • investment
  • Investment Advisor
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Is my financial advisor a fiduciary?

Submitted by Desmond Wealth Management, Inc. on October 16th, 2015

The fiduciary duty requires an investment adviser by law, to act in the best interest of the client – rather than putting his or her own interests first. Sounds outrageous that there is anything but the requirement to put the client’s interests first, right?

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  • Investment Advisor
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