Financial & Estate Planning

Taxing Your Portfolio


Q:  2016 was a pretty good year for most investors. Now it’s time to settle up with Uncle Sam, right?

A: Yes, but most investors are over-paying their income tax because their advisors are not managing their assets in a tax friendly way. According to the Schwab Center for Financial Research, minimizing taxes falls directly behind investment selection and asset allocation in the list of the most important determinants of investment success. What we’ve learned in our 45 years of talking to families is that most families and their investment professionals do not manage their investment portfolio with tax impact anywhere on the radar screen. The result is that their clients end up paying “stealth” taxes – more than they need to be paying.

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