ForbesInvestingTax planning

How to Reduce Tax on Your Investments

No one likes paying taxesÉeven though a high tax bill can be considered a Ôgood problem.' Investors sometimes go to great lengths trying to reduce or eliminate their tax bill. Although being tax-efficient with your investments and financial decisions is a great way to maximize your wealth, making purely tax-driven choices may…
February 19, 2019
Asset ManagementForbesInvestingInvesting During a CrisisManaging RiskRetirement Planning

How the Timing of a Stock Market Crash Can Impact a Retirement Plan

There's plenty for investors to worry about when their financial livelihood is on the line. When planning for major financial decisions such as retirement, individuals often focus on the severity of a market downturn, underestimating the impact that timing and cash flows can have on their portfolio. The sequence of…
January 24, 2019