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Perspectives highlights topical issues relevant to investors and addresses their wealth management concerns – from insights on tax strategies to family and lifestyle interests.
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A wealth of knowledge at your fingertips. Analysis and insights from our experts into the trends, forces and factors shaping the world and your wealth.
This month's commentary on capital markets and investment opportunities.
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Bonds are back.
Taxes are inescapable, but your choice of investments and the accounts you put them in can have a huge impact on how much tax you pay.
Despite the wishes all your positions will soar, there will be periods when some of your holdings will lose money. When that occurs, you need other investments to offset the decline.
Here are 5 essential things the Opheim Wealth Management Group provides for their clients
Make the right choice for yourself
Take advantage of enhanced tax and retirement benefits
Create an exit strategy for a smooth transition into a well-funded retirement
Prepare a plan to protect your business before adverse events occur
Make the most of special tax deferrals and exemptions
Safeguard your personal and business assets from creditors
Develop a plan to ensure your retirement is as successful as your business