tax management

Designing and implementing tax-managed investment strategies with your tax adviser.

For taxable investors, failing to factor in taxes can significantly reduce an investor’s chance of meeting his or her financial objectives. Since the mid 1990’s ground breaking innovative research has shown the consequences of taxes on a taxable investors total return. This research has lead me to understand that taxes play an integral role in the investment process and should be considered when structuring and implementing an investment strategy for Non-IRA accounts.