| We will act as your sounding
board.
We will review your investment ideas with you and your
investment advisor and suggest the best structure to maximize your
after-tax return.
Don't ignore the impact of taxes on your investments. While taxes
should not drive your investment strategy, understanding how taxes affect
your earnings will help you minimize taxes and maximize your return.
Consider these items:
 |
Capital gains carry a favored tax
status. Consider putting more dollars in investments that return
capital gains. |
|
You can take an annual deduction of
up to $3,000 of capital losses in excess of capital gains. Consider
balancing your winners and losers to maximize this deduction each
year. |
|
Investments which produce high
taxable annual income can be given to family members who are in
lower tax brackets, thereby saving taxes for the overall family
group. |
|
Depending on your tax bracket, you may
benefit from investing in municipal bonds. The level of these
investments may need to be adjusted as your total income picture
changes. |
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U.S. Securities and Exchange
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USA
Today - Top Money News
Federal Reserve Bank of New
York - interest rates on treasury bills and much more!
Stock Quotes - Reuter's
Stockmaster - free stock and funds
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The American Stock Exchange
NASDAQ Exchange - stock quotes
New York Stock Exchange
S.E.C. - Edgar Database
PAWWS Financial Network
American Association of Individual Investors
(AAII)
Lists of
Financial Sites - numerous financial helpers
Daily Stocks - get quotes, charts,
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The Financial Center
- bookstore for investors, chat rooms, news desk
Fund Alarm - changes in fund
managers, buying and selling of fund information
InfoBeat - have email notices sent to
you about your stocks
Securities and
Exchange Commission - investor assistance, fraud cases, SEC filings
and small business information
Stockfind - financial news
by industry and an IPO corner
Wall
Street Directory - shopping mall for software, books, and magazines
about investing
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