Toll Free: (855) 377-7526    
 

Category Archives: Investment Management

  • Home
  • Category Archives: "Investment Management"

Tax Loss Harvesting Strategies for Investor Portfolios in 2023 Tax Year

Tax Loss Harvesting Strategies for Investor Portfolios in 2023 Tax Year
Now is the time, for the 2023 tax year, to take a good look at your non-qualified, taxable investment accounts to consider tax loss harvesting strategies for your portfolios. Effective tax loss harvesting can help avoid capital gains taxes that will be due next year on April 15th. Every investment portfolio has unrealized gains and…
Read more

True North Financial Advisors Provides Financial Advice for Federal Employees to Manage Retirement Plan Benefits

True North Financial Advisors Provides Financial Advice for Federal Employees to Manage Retirement Plan Benefits
Written by, Stephen Ostrofsky, CFP® True North Financial Advisors provides direction and advice to individuals who are current or former federal employees covered under the Federal Employee Retirement System (FERS).  Federal Employees have three retirement benefits that need to be coordinated, including: the Basic FERS Benefit Plan, Social Security and the Thrift Savings Plan. True…
Read more

Personalized Investment Advice through Self-Directed Brokerage Accounts

Personalized Investment Advice through Self-Directed Brokerage Accounts
Written by Stephen Ostrofsky, CFP® The pursuit of personalized investment advice can sometimes be difficult for many Florida Retirement System (FRS) Investment Plan and PBSO Deferred Compensation Plan investors.  Self-Directed Brokerage Accounts (SDBAs) available in both of the above mentioned retirement plans has generally gone unnoticed by many PBSO deputy sheriffs and employees.  In January…
Read more