Retirement Advisor St Johns MI
ENHANCED INVESTMENT STRATEGIES
To keep your portfolio lined up with your investment objective and help you save money where possible, GWP employs a series of enhanced strategies.
While your portfolio may change allocations each year as you approach retirement, it might also need to be rebalanced more regularly as a result of market movements. Every day, GWP looks at your account to determine if the markets caused your portfolio to drift too far from its intended allocation. GWP will buy or sell investments if necessary to keep your portfolio in line with your goals.
GWP also analyzes your account daily to look for tax-loss harvesting opportunities to help you potentially save on taxes. This means GWP may sell a security that’s experienced a loss to offset taxes you could incur on gains or income from other securities in your portfolio. In some instances, this tax-saving strategy is available to only investors with large account sizes and may be provided only once a year. But with GWP, it’s available for all taxable accounts, regardless of account size, and is provided on an ongoing basis, whenever your account needs it.
The tax-loss harvesting and other tax strategies discussed should not be interpreted as tax advice and there is no representation that such strategies will result in any particular tax consequence. Clients should consult with their personal tax advisors regarding the tax consequences of investing.