Broker Check

16th Ave & HWY 146 North
PO Box 502
Grinnell, IA 50112

Jeffrey A. Schwarck



Tax-Focused Investment Strategies

For investors, it's not just how much you make that matters—it's how much you keep after taxes. Like investment selection and asset allocation, the amount lost to taxes and other costs is a key factor that could be impacting your returns. Even small reductions in tax payments today can have a big impact on your wealth tomorrow. 

Navigating the markets can be challenging, but having a well-thought-out investment strategy that meets your financial goals and considers taxes is paramount to your overall financial plan.

Working together to identify tax-efficient investment opportunities that align with your long-term investment objectives we can reduce the amount of taxes you owe and keep more of your money where it belongs. With you. Reviewing your portfolio, we can optimize your investments from a tax perspective and make any necessary adjustments.

While tax rules and rates may change over time, the value of having a tax-focused investment strategy when making investment decisions does not. Having an investment portfolio that not only reflects your risk tolerance, time horizon and liquidity needs, but also minimizes your tax liability, is key to a comprehensive plan and your overall financial well-being.