/ TAG Accounting

Carefully planning a strategy that moves you from a large, concentrated position to a diversified portfolio spreads outcomes, good and bad, across a diversified group of accounts. And that achieves the ultimate goal: predictability.

Regardless of the debate around whether the U.S. is already in a recession, the combination of higher prices and slower growth, termed “stagflation”, should prompt investors to consider potential adjustments.

When it comes to down-market “lemons,” the year 2022 at its midpoint has already served up a whole grove of them. Smart investors will want to revisit their plans and look for ways to turn those financial lemons into tax lemonade. And here are three strategies to get you and your advisors started.

COVID should have reminded us how uncertain our health’s future is. But demographic realities are quite certain–more of us are likely to need some form of care during our lifetime than not.

My first response to that question would be: “Well, you’re already ahead of many investors because you realize that rising

Fixed income has long been the ballast in a diversified portfolio