Category: Wealth Management

When I hear some investment managers talk about tax-sensitive investment management it usually means, they are sensitive to your tax needs and will buy tax-exempt bonds or tax-exempt bond funds, and viola there you go. Often times they go on managing your portfolio with no concern for your overall tax-efficient asset management. So, what does holistic tax-efficient asset management really mean?

Disclosure: The views expressed here reflect those of the speakers as of 1/14/2021. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.

We often hear the term asset allocation used to define the breakout between fixed income and equity in a portfolio. However, we believe this allocation should cover a much more broad examination of your assets. In this Stonebridge Soundbites audio recording Founders Robert Kincade and Heidi Hukriede, CFA discuss our holistic position on asset allocation.

Disclosure: The views expressed here reflect those of the speakers as of 11/23/2020. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results.