Please watch this brief video! (2 minutes)
2021, 2022 and onward will provide us with opportunity in the short-term, but long-term, we expect significant challenges for Investors as Taxes on businesses and investments will increase under the Biden Administration. The Continuing Covid-19 environment, shut-downs, etc, more people getting the vaccine, and political unrest will have an impact. Even with a record year end 2020 performance, hope for economic recovery and direction... huge government borrowing, and spending, and alot more, known and unknown. You are likely not alone to be concerned about:
- Learning new Strategies designed to manage downside risks and protect assets?
- Generating income in this, "repeat" low rate environment?
- Preserving and Building your Portfolio's Value going forward?
- Achieving a greater Net-After-Tax/inflation adjusted return?
- Implementing strategies to reduce the impact of higher taxes, using multiple Strategies, such as Tax Exempts debt, and Active Tax-Management.
Does your current Investment Strategy manage these NEW Concerns? does it need to be reviewed? Are you taking the "right" amount of risk for the return and earnings you are receiving?
Talk with us to learn about what you can do to help your situation. We can provide you with a complimentary review and analysis of your holdings in light of the new environment we are facing.
Set up a brief video call with us at Calendly.com/dsmith-cfp We look forward to hearing from you!
