Do you know how taxes impact the performance of your portfolio? Sensitive tax management can help you manage an unnecessary liability at the end of the year. Ultimately, keeping tax implications as a priority in your portfolio management strategy can potentially contribute to better overall performance. Our investment process is acutely aware of taxes and designed to account for the potential negative drag on a portfolio. The following considerations are made in each decision:Long term vs. short term taxable gainsAlternative investments: taxable income and capital gainsAlternative investments: K-1 statements and other tax formsUse of tax efficient strategies: municipal bonds, dividend strategies, etc.Using investment losses to offset investments gains in future yearsEmploying a strategy that is generally not overly active (i.e. extraordinary number of trades) for the sake of being active Want tax planning help? Ask us a question. Name Email Phone Question Thank you! Oops!