For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
With defensive investing at the forefront of many advisors’ minds, this paper provides an overview of how Syntax Direct can be used to create a Defensive Equity Index to help bring better balance to a client’s domestic equity allocation.
What if you could delegate investment management to an outside partner and spend more of your time focusing on client-advisor relationship building? Outsourcing can be a productive solution that frees up valuable time. But how do you design the solution that works for you?