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  • 2017 Winter Newsletter

    2017 Winter Newsletter

    • Dow Jones: 20,000
    • Exciting Times!
    • Dreaming of a Second Home?
    • Taking Care of a Whole New Generation of Wealth Accumulators
    • Adding Value
  • 2017 Spring Newsletter

    2017 Spring Newsletter

    • Collaborative Divorce: A Softer, More Congenial Approach
    • Introducing the Bedel Leadership Team (BLT)
    • Check Etiquette
    • 5 Easy Ways to Save on College Costs
    • Directly Held Stock vs. a Brokerage Account
  • 2016 Fall Newsletter

    2016 Fall Newsletter

    • Planning for the Generations
    • Putting Election Anxiety in Perspective
    • Cyber Security & How to Protect Your Investment Accounts
    • Millennials and Financial Literacy
    • Charitable Gift Funds
  • 2016 Summer Newsletter

    2016 Summer Newsletter

    • After the Vote: The Brexit Impact
    • Lots to Keep Us Busy in the Upcoming Months
    • Got EE Savings Bonds?
    • Wedding Costs! Really?
  • 2016 Spring Newsletter

    2016 Spring Newsletter

    • Financial Fraud Against Seniors
    • It's Shaping Up to Be a Colorful Year!
    • Is Alternative Lending a Viable Investment?
    • Staying Connected with Social Media
    • Down Payment Hysteria
  • 2016 Winter Newsletter

    2016 Winter Newsletter

    • Are We Headed Toward Recession?
    • Never a Dull Moment
    • How Much House Should I Buy?
    • The Next Generation of Student Loan Debt Refinancing
    • Tips for Completing the FAFSA
  • 2015 Fall Newsletter

    2015 Fall Newsletter

    • Social Security Retirement Benefits: What You Need to Know Now!
    • Giving Thanks
    • Savvy Holiday Shopping Tips
    • A Millennial's Vision of Retirement
  • 2015 Summer Newsletter

    2015 Summer Newsletter

    • The Second Time Around
    • Getting Back in the Swing of Things
    • Try These Tax Strategies for 2015
    • A Family Guide for Developing Young Money Minds
    • Selling Houses and Paying Taxes
  • 2015 Spring Newsletter

    2015 Spring Newsletter

    • Buffett and Munger: Advice on Investments and Marriage
    • Get on the Path to Making Better Financial and Life Choices
    • The Unexpected Costs of Home Ownership
    • When a Vacation Becomes a Financial Nightmare
    • Is Your Home Properly Insured?
  • 2014 Winter Newsletter

    2014 Winter Newsletter

    • Signing Up for Medicare
    • We're Off to a Fast Start
    • Affordable Care Act Subsidy:  Proceed with Caution
    • Young Adults and Health Insurance Options
    • Medicare Premiums and High-Income Earners
Identifying “Outside the Box” Strategies

Identifying “Outside the Box” Strategies

While establishing an appropriate investment strategy with new clients, we take the time to consider every option, while ensuring the chosen plan does not have any negative unforeseen surprises. For example, if a client has several long-held stocks in their portfolio with very low cost basis, our first concern is the possible high tax consequence should they want to sell these holdings.  By taking the time to think “outside the box”, we may be able to accomplish another goal of the clients, such as gifting to family and charitable causes close the client.  By choosing to gift the zero-basis appreciated stock instead of cash to children or charities, the client is able to avoid having to pay long-term capital gains tax and the children and/or charity can benefit from this generosity, a win-win all around!