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There are many things to consider as you bring order to your investments.  A qualified Investment and Wealth Advisor can help create and implement a plan that is specific to your needs. 

Bottom line, don’t be blindsided by unexpected taxes. But neither should an aversion to taxes blind you to the practical and emotional costs of clinging to a position longer than warranted.

It’s never too late to bring order to your investment universe. In this first installment in our four-part series, we’ll explore some sensible solutions to this perennial challenge.

Build your portfolio based on your personal goals, risk tolerance and time horizon rather than chasing or fleeing hot or cold investments or focusing on generalized rules of thumb.

Whatever your equity compensation package looks like, you don’t have to navigate its complexities alone. Reach out to us to learn more and discuss your options.

Still, what do you do if it feels as if your investments have been underperforming? It helps to lead with this key question, to decide if the impression is real or perceived: How am I doing so far … compared to what?

Even world-class investments won’t do, if they don’t align with your personal tastes and unique financial circumstances.