Case Studies

The more information you have, the better decisions you can make. Case studies offer real-world examples that provide valuable insights and practical applications.

Tax Allocation – An Investment Strategy

Most individuals use the same investment strategy (pro-rata), ignoring how the accounts are taxed.
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Charitable Gifting Strategy

Charitable households usually gift cash annually without a tax-efficient strategy.
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Concentrated Position with Unrealized Capital Gains

A portfolio that is too heavy in just one security poses a substantial downside risk.
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