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Category Archives: Wealth Management

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Tis the Season for Tax Loss Harvesting

Tis the Season for Tax Loss Harvesting
  For investors with taxable investment accounts, tax loss harvesting can help avoid capital gains taxes that will be due on April 15th. Every investment portfolio has winners and losers. The key to effective tax loss harvesting is to take an inventory of your investment positions to determine whether it makes sense to sell investment…
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Investment Selection Styles: Portfolio Construction Implications

Investment Selection Styles: Portfolio Construction Implications
Investment Selection Styles: Portfolio Construction Implications Classic equity portfolio management of mutual funds, insurance product subaccounts and separately managed accounts predominately utilize either a growth or value style investment selection process, or a blend of the two investment styles.  This discussion of equity investment selection styles relates only to the portion of a portfolio which…
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Robo Advisors: Computer Advice Versus Personalized Advice

Robo Advisors: Computer Advice Versus Personalized Advice
Are financial planning and investment advisory services the latest profession to fall prey to computer automation, as is in the case of Robo Advisors?  Robo Advisors like Betterment, WealthFront, Jemstep, WiseBanyan, Blooom and Motif, all claim to do more for less through a process of self diagnosis utilizing a battery of financial questions that you…
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Boca Raton Financial Planner Explains Wealth Transfer Techniques

Boca Raton Financial Planner Explains Wealth Transfer Techniques
Boca Raton Certified Financial Planner® Professional, Stephen Ostrofsky of True North Financial Advisors explains how particular estate planning techniques transfer wealth. The transfer of one’s wealth is a both a selfless and selfish act. Perhaps like no other, being our final act. The wealth we transfer to our heirs can be simple or complex in…
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