by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
If future stock and bond returns prove to be more modest, as many analysts are now forecasting, and taxes remain high or continue to grow, as has recently been the case, the use of tax-aware techniques will clearly take on added importance. Unfortunately, advisors...
by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
Portfolio Management Overview: A commitment to the stock market involves a certain level of risk. As a result of the 2008-09 housing market collapse and the ensuing bear market in stocks, investors have become more uncertain about the markets and the appropriate...
by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
Portfolio Management Overview: Bonds have long been considered an essential part of well-balanced portfolios. A favorite of high-net-worth clients, they have a history of providing semi-annual coupon payments while dependably returning principal at maturity. In...
by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
At Clearview, we recommend that investors reduce their exposure to equity portfolios as they approach retirement. There are good reasons for doing so: retirement funds can’t easily be replaced and investors usually want less portfolio volatility in their...
by Clearview Wealth Solutions | Dec 19, 2018 | Short Takes
The decision to sell a legacy stock holding – especially one that has strong family emotive connections or brought important wealth – can be extremely difficult. Further, the sale requires thoughtful planning by tax, estate and investment counsel to avoid or offset...
