Mar 242014
 

Your first move

Tax season is here. If you are an investor, you may be looking for information on how taxes can impact your investments. We encourage our clients to have their CPA contact us so we can work together to develop strategies to keep their taxes down and keep more money in their pockets.

Tax loss strategies

When we are looking at how taxes can impact your investments, we often consider tax loss selling. It’s one thing to have good returns on your portfolio, it’s another to make sure you don’t loose those returns in taxes. There are other strategies that can be implemented but you need to start as soon as possible.

Where most investors fail

The sad reality is that a lot of investors will lament over whether to implement these strategies. They eventually run out of time and their CPA has to file their taxes. This kind of decision really needs to be discussed in the fourth quarter of that year. It is during the fourth quarter when when we are having conversations with our clients about any tax loss selling or other strategies that can be implemented.
How Taxes can impact your investments

What to do now

You might not be able to change how your taxes will impact your investments this year but you can start making plans for 2014. You can begin evaluating where you need to be now so the next time you will be able to keep more of your returns from your investments.

What your financial advisor should do

I am a big believer that financial advisors should not only be doing financial planning, but they also should be coordinating with the CPA of their clients as well as other professionals. It all works together and the sooner you understand that, the far better off you will be in your life to achieving your goals. Give me a call or email me if your advisor is not doing this for you. I would be delighted to talk with you.

Greg PowellGreg Powell, CIMA
President/CEO
Wealth Consultant

Greg Powell is President and CEO of fi-Plan Partners, an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. fi-Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

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Jan 132014
 

marketUpdatesImportant investor research for this week:

Intro: Greg Powell, CIMA, President/CEO, Wealth Consultant

    • European economic turnaround
    • Questioning the jobs report

01:00: Franklin Bradford, CMT, Senior Vice President, Wealth Consultant

  • Could the mid-term elections impact the markets
  • The reality of the jobs report
  • Did the cold weather affect the jobs report
  • Important reports to watch this week

2:57: Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant

  • Improvements in economic and business growth
  • What does this tell us for the economic year
  • 2014 economic business forecast

7:20: Greg Powell, CIMA, President/CEO, Wealth Consultant

  • Looking ahead
  • Keeping you informed

The fi-Plan Partners Portfolio Strategies Team

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fi-Plan Partners is an independent investment firm serving its clients across the nation through financial planning, wealth management and business consulting.

Securities Offered Through LPL Financial. Member FINRA/SIPC.

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Dec 132013
 

Greg PowellAlthough the markets are doing better and the economy is slowly improving, many investors are afraid something is going to come in and steal their investments. In this video, I discuss what we do at fi-Plan Partners to help alleviate that fear.

Greg Powell, CIMA
President/CEO
Wealth Consultant

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Dec 062013
 

Greg Powell, CIMAHow should you evaluate your portfolio in comparison to the record highs of the various stock market indices like the S&P 500 and the DOW? If investors gain a proper perspective on these indices, they can learn much about their investments and how to work towards achieving their financial goals.

Greg Powell, CIMA
President/CEO
Wealth Consultant

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Nov 042013
 

Financial Economic Market OutlookHere is what our Portfolio Strategies Team is focused on this week:

  • Intro: The value of our research – Greg Powell, CIMA, President/CEO, Wealth Consultant
  • 00:43: What the markets are telling us and when they could be strong – Franklin Bradford, CMT, Senior Vice President, Wealth Consultant
  • 4:30: How can your portfolio grow in a Secular Bull or Secular Bear market – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant
  • 7:20: High level investment strategies and our “Boots on the Ground” research – Greg Powell, CIMA, President/CEO, Wealth Consultant

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Oct 282013
 

Financial Economic Market OutlookHere is what our Portfolio Strategies Team is focused on this week:

  • Intro: Looking ahead towards the end of the year – Greg Powell, CIMA, President/CEO, Wealth Consultant
  • 00:36: Long term forecast, economic data, and Fed. comments – Franklin Bradford, CMT, Senior Vice President, Wealth Consultant
  • 2:40: The Federal Reserve rule making vs. discretionary – Ashley Page, JD, MBA, Senior Vice President, Wealth Consultant
  • 4:25: Mac Frasier’s move to a corporate environment and the strength of working with the fi-Plan Partners team – Greg Powell, CIMA, President/CEO, Wealth Consultant

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