The End of Globalization?
When we published our Outlook 2025 only three months ago, we did not expect to be proven right in such a short period of time.
We believe that owning individual companies, rather than mutual funds or broad indices, provides greater control and efficiency in managing your portfolio. With individual stocks, we can better optimize tax strategies, such as managing the timing of gains and employing tax-loss harvesting when advantageous. It also allows us to invest based on business valuations, strategically investing when prices are most favorable. By emphasizing tax efficiency and buying when companies sell with a margin of safety, we aim to preserve a larger portion of your returns to support your wealth-building goals.
We carefully select from a pool of high-quality companies with strong balance sheets, robust free cash flow, and the potential to buy back stock and increase dividends year after year. Rising dividends reflect a company’s financial strength and commitment to rewarding shareholders, creating a potential compounding effect where both your capital and income grow over time. This strategy is designed to help protect your wealth and mitigate the impact of inflation while aiming to build a dependable income stream that supports your lifestyle.
With a focus on income growth, capital appreciation, tax efficiency, and valuation, we tailor strategies designed to promote financial stability, support growth of income, foster long-term growth, and enhance tax efficiency – aiming to give you the peace of mind to focus on what matters most.
When we published our Outlook 2025 only three months ago, we did not expect to be proven right in such a short period of time.
With the triple tax benefits of the Health Savings Account (HSA), it is no surprise that HSAs are growing in popularity as a key retirement
A new year provides a wonderful opportunity to take control of your financial future. Clarifying and prioritizing your financial goals in the days and weeks
