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  • Who We Are
  • What We Do
    • Integrated Financial Planning
    • Financial Counsel
    • Risk Management & Insurance
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  • How We Do It
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Tax-efficient investing

Time to manage the tax drag on investment performance

This time of year we take a hard look at portfolios to help mitigate the tax drag on investment performance. “Taxes are a big cost—perhaps the biggest for high-earners—but are also among the least thought about,” according to a Morningstar analyst. Not everything that can be counted counts, Albert Einstein famously said.  This is so

Tags: asset location, Municipal bond ladders, tax & estate planning, Tax-efficient investing, taxes|

This Week with J. Mark Nickell & Co. – April 16, 2014

We’ve had quite a few discussions this week about taxes, particularly clients surprised about the amount of taxes they owe.  This week’s blog highlights major themes of the legislative deal Congress passed Jan. 1, 2013, how you can plan to lower your tax bill through tax-efficient investing, and the new estate planning landscape. Higher 2013

Tags: tax & estate planning, Tax-efficient investing, taxes|

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