Advance Report

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Most investors that I speak with have a punch list of planning items that they intend to address. Often, the missing link is a process to make incremental progress on tax planning, estate planning, and investment strategy. The ability to use the summer to make advances by “taking a lap” around your advisory team is the focus of this week’s program.

Tax season stresses CPA’s and investors with unrealistic deadlines and complexity. Many of the families that we serve simply choose to file an extension and schedule a wrap up during the summer when tax preparer’s have the advantage of a more relaxed schedule.   For many investors, this also allows more time for proactive planning and tax minimization strategy. Further, we find that a relaxed conference call with the CPA and investment advisor can diffuse issues at year end and the April tax season panic. For those who are seeking the advice of a new CPA we have a list of tax professionals that our clients have worked with: CPA List.

Estate planning updates with the family attorney often lack coordination with the investment advisory firm. The basic step of making sure that your advisor has PDF copies of your estate planning documents in a secure document vault is a simple and vital part of the logistics and planning. Trustee boot camp is the process of engaging the family and friends that you wish to help you in the future. The Estate Planning Package enable you to make more informed progress and engage your future trustees as well as those who have asked you to serve as executor or trustee.

This week’s program takes a long term view of the financial planning steps that correspond to investment results.   While the markets enter crisis, investors with a commitment to own great assets can often benefit from attractive pricing. Further, planning when a portfolio should harvest gains to protect can build in a risk reduction strategy before inflection points.

We look forward to Summer Planning Season and helping to coordinate your future success.


Featured Research Solutions:

Investors are invited to improve decision making with a comprehensive tour of global economics, indicators, and actual results.


Headline Round Up!

  • Mid Week US Equity Rally! Why?
  • New Home Sales Blockbuster Report!
  • Existing Home Sales Best Since 2010!
  • Home Prices UP 5.3% Year Over Year1
  • Trump Teams Up with Reagan Advisor Art Laffer!
  • Important Muni Market Updates: Poor Timing by Municipal Mutual Fund Investors Can Provide Opportunities.
  • $50 Per Barrel Oil!
  • Energy Companies Get Credit Lifelines. Default Risks in High Yield Appear to Be Declining.
  • Warren Buffet and Bill Gross Blast Hedge Funds/Alternative Investments.

1. http://www.bloomberg.com/news/articles/2016-01-26/home-prices-in-u-s-cities-rise-at-fastest-pace-since-july-2014


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