This is our commitment to you for 2022, a year which is likely to be rewarding for investors with efficiently managed portfolios and a focus on efficiency. Goals should be achieved this way.
By efficiency, we mean selecting investments with precise and measurable objectives so closely matched to your own goals that you, as our client investor, need not expend more than is necessary to feel comfortable that we are working daily making certain each of your dollars is too.
Things to remember:
- Certain investments are better held in taxable accounts than nontaxable ones.
- How IRA funds are distributed requires a plan and we are always available to guide and work with your tax preparer on any issue. As a full-service boutique firm, all such services are included.
- Great care goes into each decision as to the investment structures best suited for your portfolio (traditional mutual funds, ETFs, individual securities, etc.). Each is individually tailored.
With this in mind, we are off to have a successful 2022 – Happy New Year!