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What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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When is it Time to Consider Changing Investment Strategies?

If you’re thinking about selling or buying an investment, it’s important to walk yourself through a traditional process to determine whether or not it really makes sense to change your overall strategy. It is a common experience to see that your investments may not yield the returns that you had hoped, which means you might be thinking about pulling them out and reinvesting them somewhere else.

If things are going well overall in your investment portfolio, it may make sense to cash out on those poorly performing investments and move on to the next one. Always look at your long-term investment plan and analysis of your overall goals to determine whether this makes sense for you.

There are a few different questions you can ask yourself to decide if this is the right fit. The first of these is, “Have my financial circumstances changed?” You may want to update your investment strategy when your financial goals shift. Similarly, if you’ve experienced any major life events such as having a child, changing jobs, getting divorced or married, or receiving a promotion with a raise, now may be the right time to alter your investment strategy. The second question to consider is, “Has my risk tolerance changed?” Over time, you may find that your tolerance for risk in investments has altered. Determine how much risk you are prepared to accept, and this may alter your decision about how much you want to invest in things that may be riskier. If you are looking at longer than a one-decade horizon, higher-risk investments offer potential for higher returns, and this may make sense to invest in items such as stocks.

However, if your time horizon is between two and 10 years, a mix of conservative investments and stocks might make a better approach. Make sure to work with a qualified and experienced financial professional to determine what is most appropriate given your unique situation.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more