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Investing Resolutions for 2017

Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law.

Now is the time of year when many people make New Year’s resolutions. Oftentimes, these pledges relate to staying fit, losing weight or enjoying life more. As you are thinking about ways to improve in 2017, we encourage you to give some thought to how you can be a better investor in the coming year. As such, here are a few investing resolutions designed to help you better achieve long-term portfolio growth.

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The Importance of Rebalancing

Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law.

There's been a lot written about the merits of buy-and-hold investing. Unfortunately, many investors are confused by the term and instead employ a buy-and-set-it-aside strategy. This can be a grave and costly error, as holdings can swing widely over time and tweaks are often necessary to bring a portfolio back in line with an investor's stated goals.

Maintaining a healthy portfolio is a lot like keeping your car or a household appliance in proper working order. You need to occasionally tinker with the parts in order to keep your portfolio running smoothly and efficiently.

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Cashing Out Is Not a Cash Cow

Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law.

We've recently been approached by a few nervous investors, who, thanks in part to Election Day jitters, are considering cashing out a sizeable portion of their portfolio. While this may seem like a good idea at first, there are more downsides to cashing out than you might think. A sounder course of action is to stick to your long-term plan and not let Election Day distractions disrupt a sound investment strategy.

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With Investing, the Best Recipe is to Put Politics Aside

Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law.

Amid the election year hoopla, pundits are already theorizing about the impact the candidates will have on the stock market and broader economy. As tempting as it can be to get caught up in this rhetoric, we urge you to tune out the noise and instead stick to your long-term strategy. Making decisions based on political leanings or emotional fervor can seriously threaten your financial well-being.

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How Asset Location Can Help Fatten Your Nest Egg

Written by Brian Puckett, CFP®, CPA/PFS, Attorney at Law.

The U.S. tax code is overly complex, not just for the income you earn working in your career, but also for the income you earn from your investments.

The good news is that by understanding the different tax treatment that applies to different investments—and account types—we can plan a tax-wise asset location strategy. And, successful asset location can significantly minimize the amount of taxes you pay on your investments as a whole. This can lead to a meaningful increase in your after-tax return—the money you get to keep, which is all that really matters.