Sometimes it may feel as if your personal and financial worlds are in a constant battle with the rest of the world. Similar to a chess game, you need to respond to what the world puts up against you. Wouldn't it be nice to take some of the stress from your financial life. GWP (Guided Wealth Portfolios) helps do that by:
1 - Utlizing ETFs These ETFs (Exchange-Traded Funds) operate similar to mutual funds, and can track a particular index, sector, commodity or other asset. They typically have low expenses, and can be purchased and sold on a stock exchange the same way a stock can. The first ETF was the SPDR S&P 500 which tracks the S&P 500 Index. Still active today, it's inception date was September 25, 2000.
2 - Tax-efficient Investing Through advanced asset analysis, we’ll allocate your GWP assets in a tax-efficient manner and evaluate the tax impact of each trade before it goes through.
3 - Consistent Monitoring How does every day sound? Your GWP portfolio is monitored daily, keeping it on track as markets move and rebalancing it as needed.
4 - Tax-loss Harvesting What is tax-loss harvesting you ask? If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.
5 - Professional Financial Advice We are available any time you have a question about your account or investment strategy.
To find out more about how the Guided Wealth Portfolio approach can benefit your investment strategy, give us a call today, or schedule a complimentary appointment to learn about the benefits for you and your family in pursuing your dreams.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. LPL Financial and Financial Planagement are separate entities.