No commissions. No AUM fees.
It’s your money. Park it where you want to.
What makes adviceandtaxes.com different is that we don’t require you to move your investment accounts to our platform and then charge you a percentage of those assets as a fee. We recognize that the hardest part of investing is understanding what to invest in and how much, not pushing the buttons to make the trades. We show you how to manage your own accounts better.
Balance risk and reward.
What kind of investor are you? There’s so much more that goes into this than just a label. Many of us think of ourselves as either “conservative,” or “aggressive,” or anywhere along the spectrum of those two extremes. We’ll help you see each investment’s true risk and reward potential, and find your comfort zone to plan for the long term.
Don’t put all your eggs in one basket.
The goal of an effective investing strategy is to maximize portfolio returns for a given level of risk, or minimize risk for a given level of expected portfolio returns. Having a diversified portfolio is an integral part of delivering on that goal. At adviceandtaxes.com, we don’t limit diversification to asset classes (stocks, bonds, real estate, and so on); we believe diversification between passive investing strategies (low costs and tax efficiency) and active investing strategies (providing precise exposure to different segments of the market) is a critical component of a holistic investing strategy as well.