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:
- Capital gains and qualifying dividends carry a favored tax status.
The maximum tax rate on both is currently 15%. Consider putting more
dollars in investments that pay qualifying dividends and return capital
gains.
- 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.
- Investments which produce high taxable annual interest income and
nonqualifying dividends can be given to family members who are in lower
tax brackets, thereby saving taxes for the overall family group.
- 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.
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 - investor assistance, fraud cases, SEC filings and small business information | |
| USA Today - Top Money News | |
| Federal Reserve Bank of New York - interest rates on treasury bills and much more! | |
| Stock Quotes - Reuter's | |
| The American Stock Exchange | |
| NASDAQ Exchange - stock quotes | |
| New York Stock Exchange | |
| Securities and Exchange Commission (S.E.C.) - Edgar Database | |
| American Association of Individual Investors (AAII) | |
| 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 e-mail notices sent to you about your stocks | |
| 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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