Sentences with phrase «tax efficient allocation»

Not exact matches

The difference between asset allocation and asset location is all about stashing tax - efficient investments in taxable accounts and steering tax inefficient investments in tax - free or tax - deferred accounts, and doing so in a portfolio unified manner, Walsh said.

Overall portfolio strategy based on a 60 % equity / 40 % fixed income allocation assuming an efficient tax allocation across accounts.

So, asset allocation should still be higher priority than tax - efficient placement.

Scholarship tax credits are a more efficient allocation of limited resources.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

But my point is simple, given a choice I would prefer an investment option which has high liquidity, easy to understand (do not want to refer to rules book), tax efficient, have more flexibility (investment allocation choices) etc.,

When you invest with Wealthfront your diversified asset allocation will depend on the tax status of your account (taxable or tax deferred), and what is the most tax efficient method of investing for you.

For me, that means a thoughtful approach to tax - efficient index funds and proper asset allocation.

Most importantly, Countercyclical Indexing is a low fee and tax efficient form of asset allocation that tries to capture the market return given an appropriate level of risk over the course of the business cycle.

Rather than playing Goldilocks with your investment portfolio by trying to figure out whether the short - term stock market is too hot or too cold, you would be better served by focusing on your long - term asset allocation, and low - cost, tax - efficient investment strategy.

«We are pleased to offer investors the opportunity to build a full asset - allocation portfolio that incorporates RI [responsible investment] principles and helps to align [clients»] full portfolio with their values in a transparent, tax - efficient and low - cost solution,» says Martin Kremenstein, senior managing director and head of ETFs at Nuveen.

Target - date funds tend to be more tax efficient, in general, because they often use index funds to achieve their target allocations.

When reviewing my investing activities and performance in 2016 the common theme was allocation of capital and each year as I get older the more I find my focus is on quality, prudent portfolio management and on increasing tax efficient cashflow from my investments (dividends).

Target - date funds with high allocations to equities tend to be more tax - efficient (few capital gains and dividend distributions) making them more suited for taxable accounts.

Target - date funds with high allocations to fixed income tend to be less tax - efficient (high dividend distributions) and are likely better off in a tax - advantaged account.

It depends on the package of services that they deliver — alpha, taxes, insurance, legal help, asset allocation (tsst... be wary of the efficient frontier.

The real success comes from your asset allocation and taking advantage of tax efficient investments.

The tax code will decide how you use the different accounts, investments, and allocation when building your tax efficient strategy.

So, asset allocation should still be higher priority than tax - efficient placement.

That added value is based on a combination of factors, such as tax - efficient decisions and liability - relative asset allocation optimization that a financial advisor may provide.

So putting bonds in an RRSP comes out as better not because it is necessarily more tax efficient, but because it effectively lowers the after - tax bond allocation — the riskier portfolio will have higher returns in the first place, so the overall outcome is better from that rather than because of any tax savings.

Buoyed by the corporate tax rate cut announced by President Trump, stocks began rallying as investors expected better earnings and more efficient allocation of saved capital.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents

ATLANTA — The Invest Atlanta board approved Thursday $ 1.26 million in Westside Tax Allocation District (TAD) tax increment funding for energy - efficient upgrades at The Walton Building, which is being redeveloped into a 110 - room hotTax Allocation District (TAD) tax increment funding for energy - efficient upgrades at The Walton Building, which is being redeveloped into a 110 - room hottax increment funding for energy - efficient upgrades at The Walton Building, which is being redeveloped into a 110 - room hotel.