http://www.wealthmanagementexchange.com en-us N/A lincolnj@bongarde.com Fri, 21 Nov 2008 12:02:11 MST 20 http://www.wealthmanagementexchange.com/articles/46/1/Simplify-Your-Equity-Portfolio-To-Achieve-Tax-Efficiency/Page1.html Tax bill higher than expected? You might need better planning to achieve greater savings over the next few years. Consider having your advisor abandon the complex equity portfolio with lots of turnover that generates tax.

]]> no@spam.com (David M. Stein) Tue, 25 Mar 2008 14:11:41 MDT http://www.wealthmanagementexchange.com/articles/46/1/Simplify-Your-Equity-Portfolio-To-Achieve-Tax-Efficiency/Page1.html http://www.wealthmanagementexchange.com/articles/30/1/Complex-Equity-Portfolio-Structure-Is-Your-Advisor-Leading-You-Down-The-Wrong-Path/Page1.html Large cap. Mid cap. Small cap. Growth. Value. Momentum. Sectors. Active. Passive. Tactical timing. These style buckets, and others, help professional advisors select portfolio specialists with beat-their-benchmark track records. What's wrong is that a complex portfolio structure hurts investors like you by generating excessive capital gains taxes.

]]> no@spam.com (David M. Stein) Wed, 27 Feb 2008 12:26:27 MST http://www.wealthmanagementexchange.com/articles/30/1/Complex-Equity-Portfolio-Structure-Is-Your-Advisor-Leading-You-Down-The-Wrong-Path/Page1.html