Is active management really dead?
by Stephen A. SchwartzIn the active-versus-passive debate, we don’t have to go ‘all in,’ using one strategy over the other.
CFP®, AEP®, Partner
Pioneer Financial at Northwestern Mutual, LLC
At a Glance
-
245 Park Avenue, Suite 1800
New York, NY 10167 None required
$1 million
Asset-based fees and commissions (investment and insurance products)
Accounts held at Northwestern Mutual Investment Services LLC, an introducing broker-dealer, member FINRA, SIPC. Accounts carried, and all transactions executed, cleared and settled through Pershing, A BNY Mellon Company, member FINRA, NYSE and SIPC.
18 years
- $1+ billion (as of 3/01/2017)
Financial planning, investment advisory, risk management and money management services
Recent Articles
-
February 28, 2018 -
March 28, 2017 Are you winning the tax game?
by Stephen A. SchwartzAs advisors, we are often asked tax centric questions by clients, starting with, Can I deduct this? and, If I sell this security, how will I be taxed? Or, simply, How much can I contribute into a tax-deferred vehicle such as a 401(k) or IRA?
While these are all wonderful questions that many individuals should ask, the hallmark of sound financial planning is to understand the impact taxes have on all aspects of financial decision-making.
Disclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2018 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.
