Bringing Order to Investing
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Bringing Order to Your Investment Universe: A 3-Part Series
Created: February 20, 2024
Categories: Advisor Role/Value, Article, Bringing Order to Investing, Client Experience, Evidence-Based Investing, Expenses, Family Wealth, General Audience, Tax Planning
Description: This three-part series walks readers through how to transition from a chaotic collection of assets and accounts into a well-structured investment portfolio. Each part explores the separate planning pieces involved in minimizing the taxable impact of a desired transition, while successfully moving toward a more orderly investment portfolio, and it encourages investors to hire an experienced financial planner to assist them. This series is also available in white paper format, for use as a separate prospecting resource.
Bringing Order to Your Investment Universe: White Paper
Created: February 20, 2024
Categories: Advisor Role/Value, Bringing Order to Investing, Client Experience, Evidence-Based Investing, Expenses, Family Wealth, General Audience, Tax Planning, White Paper
Description: This white paper walks readers through how to transition from a chaotic collection of assets and accounts into a well-structured investment portfolio. It explores how to strike an effective balance between minimizing the taxable impact of a desired transition, while successfully moving toward a more orderly investment portfolio, and encourages investors to hire an experienced financial planner to assist them. Each part in this three-part piece is also available in stand-alone format, for use as a drip series.