We improve tax Alpha and investment Alpha.
Because markets go up and markets go down, one of the best ways to quantify the effectiveness of tax management is by utilizing Tax Alpha and Investment Alpha
When markets are rational and efficient, staying close to a target asset allocation and having a long-term focused plan is paramount. Avoid short-term thinking, emotional investing and market timing. Those are ineffective and non-sustainable.
During irrational moments , information and access to unique opportunities are notaccessible by the broader investors.
Investors who have access will be able to generate excess returns if they are able to invest in these stressful moment.
For markets that are rational, invest in risk factors that are persistent and empirical
For markets that are irrational and inecient, invest in alternative strategies that take advantage of this
Our Investment philosophy reflects the unique perspective we have as an investment advisor that spans multiple asset classes and familiarity with estate planning
As a result of implementing a Charitable Remainder Trust, the Smiths created a source of guaranteed income for their retirement while dramatically reducing their current income tax liability. They established a tax-advantaged fund for their favorite charities while creating an inheritance for their children and grandchildren that will pass estate tax free. This planning fulfilled the following goals:
The Smiths lowered taxes by $1,341,000 while improving lifetime income and benefits for heirs. Planning costs were less than 1% of tax savings.
Solutions for Over 40 Years