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Integrated Wealth Management

Planning Newsletter - Oct 2015

Smart investors should never let taxes be the primary driver of their investment planning. In past decades, investors lost millions in “tax favored” or “tax advantaged” investments. Even though investors are wise not to let taxes be the primary driver of their investment strategy, they should do everything possible to manage their portfolios in a way that minimizes taxes. In the newsletter we cover two strategies we employ when managing client portfolios to reduce taxes: Tax loss harvesting, and thoughtful asset location.

Planning Newsletter - Oct 2015