In April I was able to attend a very informative meeting in Milwaukee, WI at one of leading Institutional money managers in the country. The meeting was to introduce us to tax managed portfolios. It was a timely and important subject because many people had losses in their non IRA accounts last year, but still had to pay taxes on the capital gains and dividends in their accounts. This creates a tax drag on the performance of their portfolio's, but with the use of tax managed portfolios this may be significantly reduced. If you would like more information please give me a call or send me an email.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Investing in mutual funds is subject to risk and loss of principal. There is no assurance or certainty that any investment strategy will be successful in meeting its objectives.
Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing. The prospectus contains this and other information about the funds. Contact our office at W4459 Country View Dr., Appleton, WI 54913 or (920) 739-4714 to obtain a prospectus, which should be read carefully before investing or sending money.