Not a big fan of the Obama Administration and some of his decisions. I like the man personally and he looks to be well engaged in his most important job, dad. Maybe it's Nancy I don't like.
Anyway, the policies of Barry and Nancy and Harry are creating a new way for passive investment advisors to create "alpha" based on the upcoming tax increase.
We will discuss our competitive advantage on many fronts including:
Investment Advisors, Schedule A, Line 23; Mutual Funds, not deductible.
Turnover Rate: Capital Gain Distributions just got a lot more expensive.
Positioning: Are your dividends in a taxable or tax deferred account?
The Roth IRA Conversion: It may be right for you, but not everyone.
We will be doing this with our friends at Davis and Associates, a multi-state accounting firm.
Stay tuned.
Might Modi Lose?
9 hours ago
