The Importance of Integrating Tax and Investment Advice
As an advisor who works in taxes, it is interesting, and at times infuriating to see the costs some brokers will impose on their client’s portfolios. The tax piece is important in any investment plan, and unfortunately I see many brokerage created investment plans that appear to be based on what is profitable and convenient, and not what is in a client’s best interest. The cost to one client in particular I met with were actually staggering given the relatively simple fix tha