• Steuern & Taxes LLC

Portfolio Management Articles

Here are a few articles that may be of interest:

How Do You Build a Well-Structured and Tax-Efficient Portfolio?

Your portfolio plays a significant role in your financial life. When structured to reflect your goals, it can help you build wealth for future endeavors and find financial freedom. A healthy portfolio is a coveted commodity for any investor, but few know how to build and sustain one for the long-term. While the financial markets are riddled with technical skills and applications, portfolio creation and management doesn’t need to be as difficult as it seems.

Market Volatility - What Should You Do?

Any time the markets experience a correction, news outlets and social media run rampant with panic-driven news and opinion pieces. However, we’d like to remind our clients and readers that this correction is not a surprise. Market volatility is something every investor must anticipate, and is the reason for the premium returns that stocks produce in the long term.

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