Authors

Edge Capital Research Team

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Research Insight – What is Always Eating Away at Your Portfolio?

Summary

Inflation.  Spending.  Taxes.  As we begin a new year, we thought it appropriate to review one of the largest drags on a portfolio: Taxes.  Edge is working hard every day to be a firm who focuses on tax efficiencies across our clients’ portfolios and our strategy recommendations.   Fortunately, we also work in conjunction with some of the brightest CPA’s available who are able to provide tailored advice for specific circumstances.  Regardless, it is important to generally understand the various tax liabilities you may be exposed to in a given year.  Since tax law is ever changing, we have summarized the 2016 rates and selected data below for your review as well as a few interesting facts you may not know about our current tax system.  Yes, we said interesting and taxes in the same sentence!  See if you agree…..

THE OPINIONS EXPRESSED HEREIN ARE THOSE OF EDGE CAPITAL PARTNERS (“EDGE”) AND THE REPORT IS NOT MEANT AS LEGAL, TAX OR FINANCIAL ADVICE. THE PROJECTIONS OR OTHER INFORMATION GENERATED BY THIS REPORT REGARDING THE LIKELIHOOD OF VARIOUS INVESTMENT OUTCOMES ARE HYPOTHETICAL IN NATURE, DO NOT REFLECT ACTUAL INVESTMENT RESULTS AND ARE NOT GUARANTEES OF FUTURE RESULTS. YOU SHOULD CONSULT YOUR OWN PROFESSIONAL ADVISORS AS TO THE LEGAL, TAX, OR OTHER MATTERS RELEVANT TO THE SUITABILITY OF POTENTIAL INVESTMENTS. THE EXTERNAL DATA PRESENTED IN THIS REPORT HAVE BEEN OBTAINED FROM INDEPENDENT SOURCES (AS NOTED) AND ARE BELIEVED TO BE ACCURATE, BUT NO INDEPENDENT VERIFICATION HAS BEEN MADE AND ACCURACY IS NOT GUARANTEED.