Taxes matter. Request your complimentary portfolio review.

Taxes have always been a driving force in most financial planning and investment strategies. Given the over $28 trillion dollar federal deficit and recent budget proposal, taxes are likely to go up sooner rather than later. One thing is certain – taxes matter. In an uncertain world where risk and inflation are high, taxes matter even more.

We have a partnership with 55ip, a company that deploys sophisticated tax-loss harvesting services to help lower capital gains taxes in taxable accounts. 55ip is an additional service we can use to implement the tax-efficient trading in your account with no additional cost.

During periods of volatility, tax-smart investing enables us to do more than simply “stay the course.” With 55ip’s ActiveTax Technology®, your current portfolio will be more tax efficient.

Take a few minutes to watch this video and read the materials below that provide more detail.

Schedule a zoom meeting to discuss whether tax-efficient investing is right for you.


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