Most providers lack the time, desire, and expertise to maximize their high earnings potential.
And performance must be viewed as the best rate of return after accounting for risk, fees and taxes. Providers often have far more complexity than your typical investor, which means the need to maximize all areas of opportunities are greater.
- Investment strategy aligned to tax situation and legal complexities
- Proper asset placement and active tax-loss harvesting
- Stock and Bond portfolio aligned to real estate and other investments
- Retirement income strategy focused on total-return approach to maximize taxes