... topic with clients and prospective clients, neglecting dividends is often at the root of the confusion. Additionally, many investors do not know the difference between ROI and unrealized gain/(loss) vs ...
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Creating Donor-Advised Funds for Appreciated Securities. Donor-advised funds provide a simple way for investors to get immediate tax deductions and avoid capital gains tax liability on appreciated assets. ...
... help you build one.
How are you assets currently distributed? Most investors do not understand their portfolio.
What is the current level of risk associated with your portfolio? In our experience investor ...