Investements

Do you want to avoid overpaying taxes when you retire?  Safe money products could be the solution.

Nearly every American understands that taxes are one of their most significant expenses. Wealth planners regard taxes and inflation as the two most erosive forces impacting savings. Tax planning strategies are critical components of sound retirement planning, even for those in mid-to-low income brackets.

Do you want to avoid overpaying taxes when you retire?  Safe money products could be the solution. Read More »

What is a separately managed account?

Similar to ETFs or mutual funds, a separately managed account (SMA) is a portfolio of securities in which a person may invest. However, unlike mutual funds or ETFs, when you invest in an SMA, you own the securities inside your portfolio. This means SMA owners have more flexibility in the investment and management of the funds. SMA investors can also monitor trades in real time.

What is a separately managed account? Read More »

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