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Investment Review
We will act as your sounding board.
We will review your investment ideas with you and your investment advisor and
suggest the best structure to maximize your after-tax return.
Don't ignore the impact of taxes on your investments. While taxes should not drive your
investment strategy, understanding how taxes affect your earnings will help you minimize
taxes and maximize your return. Consider these items:
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Capital gains carry a favored tax status. Consider
putting more dollars in investments that return capital gains. |
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You can take an annual deduction of up to $3,000 of
capital losses in excess of capital gains. Consider balancing your winners and losers to
maximize this deduction each year. |
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Investments which produce high taxable annual income can
be given to family members who are in lower tax brackets, thereby saving taxes for the
overall family group. |
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Depending on your tax bracket, you may benefit from investing in municipal bonds. The
level of these investments may need to be adjusted as your total income picture changes. |
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Check out these links.
We do not endorse any products, services, or businesses you may find by following these
links. Do not enter into any transaction until you and your advisors are satisfied that
you are getting what you are paying for.
U.S. Securities and Exchange Commission
USA Today - Top Money News
Federal Reserve Bank of New York -
interest rates on treasury bills and much more!
Stock Quotes - Reuter's
Stockmaster - free stock and funds quotes
The American Stock Exchange
NASDAQ Exchange - stock quotes
New York Stock Exchange
S.E.C. - Edgar Database
American Association of Individual Investors (AAII)
Lists of Financial Sites - numerous
financial helpers
Daily Stocks - get quotes, charts, and SEC
filings
The Financial Center - bookstore for investors, chat
rooms, news desk
Fund Alarm - changes in fund managers, buying and
selling of fund information
InfoBeat - have email notices sent to you about your
stocks
Securities and Exchange Commission - investor assistance,
fraud cases, SEC filings and small business information
Stockfind - financial news by industry and an IPO
corner
Wall Street Directory - shopping mall for software,
books, and magazines about investing
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