Posts Tagged: #InvestmentManagement

When Should You Rebalance Your Investment Portfolio?

Posted by & filed under Investment Portfolio Management for Less, Portfolio Management.

Rebalancing your investment portfolio is important. However, there may be times when you may not want to. For example, if rebalancing your portfolio could trigger a short-term or long-term capital gain for which you may not have the liquidity to pay. You may not want to rebalance. You must gauge the long-term benefit of rebalancing… Read more »

YOU Are a CPA or Enrolled Agent

Posted by & filed under Tax Advisory.

You Are a CPA or Enrolled Agent. Your Smart, You Work Hard and Your Clients Rely on You For Your Advice and Sound Judgement. Your Clients Want More Than Tax Preparation. They Hire You to Help Them Reduce Their Tax Liability. You May Recommend Contributing to Their IRA, Monitoring Their Company Retirement Plan, an Investment… Read more »

The Market-How High is High?

Posted by & filed under Investment Portfolio Management for Less, Legislation and Regulation Affecting Investments, Portfolio Management, The Economy.

The Market-How High is High? Remember the Crash of 1987, the S&L and Commercial Real Estate Crises of the Early 90’s, the Bursting of the Internet Bubble in March of 2000, 9/11, the Closing of the Markets for Two Weeks, the Ensuing 2001-2003 Recession, the 2008 Financial Crises. Has a Pro Business President Who Says… Read more »