Tag Archive for: wealth management

How To Reduce Capital Gains Taxes And Save Money

There are various tactics and techniques investors can employ to reduce their capital gains taxes effectively. From tax-loss harvesting to utilizing retirement accounts and charitable giving strategies, actionable methods can help save money and optimize tax outcomes.

Smart Tax Strategies Can Boost Your Investments

There’s a lot of truth to the saying, “It’s not how much you earn — it’s how much you keep.” As savvy investors know, cutting your annual tax payments can improve your financial position, freeing up more money for spending or investing. CLICK ON THE HEADLINE FOR MORE

Fed Rate Cut, Trade Wars: How To Know If You Have Too Much Risk In Your Portfolio

It could be time to rebalance or check to see that your investment mix still lines up with your goals. Things to consider include how much time you have until retirement and other goals. CLICK ON THE HEADLINE FOR MORE

How To Know If You Need A Financial Advisor

With robo-advisers and financial blogs, is there a need to hire a human for help with your money? Most experts agree, yes. CLICK ON THE HEADLINE TO LEARN WHEN

How America’s Rich Are Viewing Stocks, Economy Into 2016

According to the Fall 2015 CNBC Millionaire Survey, the rich are concentrating on investments in only a few stock sectors with the belief that a flat S&P 500 index will lead to a lower personal rate of return and household income will remain the same. CLICK ON THE HEADLINE FOR MORE