Investment Review

Investment Review

Maximize your after-tax return.

We can review your investment ideas with you and your investment advisor and make recommendations 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 carry a favored tax status. Consider putting more dollars in investments that 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 income 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.

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.

Each link will open a new browser window.

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

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