Between the late-February market selloff due to Coronavirus fears and the record highs achieved in January, I’ve spent a lot of time this year fielding questions about whether it might be time to pull out of the markets. Surprising, right? But both rise in performance and a drop in performance can spark the same kinds […]
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Tag Archives | tax efficient
The True Evolution of Investing: Personalized Customized & Tax efficient
One of the major benefits of being an independent advisor is the ability to evolve and enhance my clients’ investment strategy choices. At the Bradford Pine Wealth Group (BPWG), we’re always on the lookout for more effective ways to offer my clients personalized, risk managed, and tax sensitive portfolios. As an independent advisor, I’m not […]