Bringing order to your investment universe: A 3-part series  

February 20, 2024

This three-part series walks readers through how to transition from a chaotic collection of assets and accounts into a well-structured investment portfolio. Each part explores the separate planning pieces involved in minimizing the taxable impact of a desired transition while successfully moving toward a more orderly investment portfolio, and it encourages investors to hire an experienced financial planner to assist them. This series is also available in white paper format for use as a separate prospecting resource.

Categories: Advisor role/value, Article, Bringing order to investing, Client experience, Evidence-based investing, Expenses, Family wealth, General audience, Tax planning

Bringing order to your investment universe: White paper  

February 20, 2024

This white paper walks readers through how to transition from a chaotic collection of assets and accounts into a well-structured investment portfolio. It explores how to strike an effective balance between minimizing the taxable impact of a desired transition while successfully moving toward a more orderly investment portfolio, and it encourages investors to hire an experienced financial planner to assist them. Each part in this three-part piece is also available in stand-alone format for use as a drip series.

Categories: Advisor role/value, Bringing order to investing, Client experience, Evidence-based investing, Expenses, Family wealth, General audience, Tax planning, White paper