Four Tax Efficient Investment Strategies

Investors may get caught up in the day-to-day trading opportunities and forget to step back to take advantage of tax strategies.  Here are four tactics that may synergistically build wealth and minimize your tax liability.


*The foregoing content reflects the author's personal opinions which may not coincide with the opinions of the firm, and are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. Past performance is not a guarantee of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. All investing involves risk. Asset allocation and diversification does not ensure a profit or protect against a loss. Finally, please understand that–as with other social media–if you leave a comment, it will be made public.

We're Changing Our Logo...

Our business continues to grow and evolve over the years.  Therefore, we felt it was time for a change. We have refreshed our logo to reflect who we are today and to symbolize our future.  After careful consideration, we chose a logo that is both modern and unique to demonstrate our steadfast mission to deliver high-quality advisory services and relationship-based client support.


*The foregoing content reflects the author's personal opinions which may not coincide with the opinions of the firm, and are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. Past performance is not a guarantee of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. All investing involves risk. Asset allocation and diversification does not ensure a profit or protect against a loss. Finally, please understand that–as with other social media–if you leave a comment, it will be made public.

Who's Afraid of The Big Bad Wolf?

The healthcare sector, that’s who. The worst performing sector in 2019 is also the sector with the highest expected revenue growth, and the second-lowest P/E ratio. Here’s an example: Anthem (ANTM) is down more than 20% from its February high but its sales are expected to grow 21% this year. The stock trades at 12 times earnings, a hefty discount to the overall market.


*The foregoing content reflects the author's personal opinions which may not coincide with the opinions of the firm, and are subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. Past performance is not a guarantee of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. All investing involves risk. Asset allocation and diversification does not ensure a profit or protect against a loss. Finally, please understand that–as with other social media–if you leave a comment, it will be made public.