You are here:Home-Tag: Investing
8 01, 2021

Tax-Aware Investing: Keep More of Your Gains Without Greater Risk

By |2021-01-21T22:41:05-07:00January 8th, 2021|Categories: Tax Diversification, Tax Planning|Tags: , , , |0 Comments

Investors are often concerned about minimizing transaction costs that can eat into their gains, without realizing that taxes can take an even bigger bite out of returns. Tax-aware investment management offers some protection. This is an active investment approach that aims to maximize after-tax returns. It relies on careful construction of a portfolio and proactive

18 12, 2020

What is the Difference Between Trading and Investing?

By |2021-01-20T01:10:02-07:00December 18th, 2020|Categories: Financial Guides, Retirement Planning|Tags: , |0 Comments

For anyone who participates in buying and selling stocks, making a profit is the ultimate goal. However, two main types of stock market participants—traders and investors—follow different strategies in pursuit of that goal. The most significant difference comes down to timing: investors seek to build wealth by holding a portfolio over years or even decades,

11 12, 2020

Active Trading Can Mean a Heftier Tax Bill

By |2021-01-20T01:10:44-07:00December 11th, 2020|Categories: Tax Planning|Tags: , |0 Comments

There are endless ways to invest, with vehicles and opportunities to suit different needs, time horizons, and risk tolerances. As you explore the various options available, it’s wise to consider the tax consequences of your investments. Frequent, active trading with a goal of chasing profits can bolster your income nicely—but taxes can eat into your

20 11, 2020

Why an ETF is Better Than a Mutual Fund

By |2020-11-29T00:00:48-07:00November 20th, 2020|Categories: Financial Guides, Retirement Planning, Tax Diversification|Tags: , , , |0 Comments

Investors looking for an easy way to buy a diversified portfolio used to opt for mutual funds. Today, exchange-traded funds (ETFs) are an increasingly popular option offering several benefits. Both vehicles invest shareholders’ combined money in a broad set of assets, which provides the safety of diversification without the stress of buying and selling individual

16 10, 2020

Real Estate Investments Yield Low-Tax Income

By |2020-10-19T08:16:52-07:00October 16th, 2020|Categories: Tax Diversification, Tax Planning|Tags: , , , , , |0 Comments

It’s a sad fact of the tax code that the more money you make, the more you owe to the tax man. That’s especially true if you’re self-employed and paying the entire 15.3% Federal Insurance Contributions Act (FICA) tax for Social Security and Medicare yourself. Investing in real estate, however, can bring in extra income

6 10, 2020

Paying Off Your Mortgage Early Versus Investing Long-Term in the Market

By |2020-10-07T01:48:02-07:00October 6th, 2020|Categories: Tax Planning|Tags: , |0 Comments

Congratulations on that big promotion! You’re financially comfortable with a nice nest egg and now you have some extra cash coming in. So, what do you do with it? Pay down your mortgage, or invest for the long term?  The thought of getting rid of debt feels good and will pay off in the interest

Go to Top