Investment Advisor

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.

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.

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:

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.

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.

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.

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?