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Category: Investing

The Real Return on Investments: How Taxes Impact Your Portfolio

Discover strategies to optimize after-tax returns and be sure your investing strategy is working efficiently for your portfolio.

When it comes to your investing strategy, the real return on your investments is not just about how much your portfolio grows—it’s about how much of that growth you get to keep after taxes. Understanding after-tax returns is crucial for any investor looking to optimize the effectiveness of their portfolio. Read on as we discuss this important topic in the article below.

Practical Investment Strategies for High-Net-Worth Individuals

Investment Strategies for High-Net-Worth: Learn to build a personalized investment strategy that aligns with your long-term financial goals and risk tolerance.

For high-net-worth individuals, investment strategies go beyond the basics of saving and accumulating wealth. A well-thought-out strategy is essential to managing a larger portfolio while achieving long-term financial goals. The complexity of wealth means that a one-size-fits-all approach doesn’t work, so it’s essential to develop personalized strategies that align with your goals, risk tolerance, and time horizon. In this article, we discuss investment strategies for high-net-worth individuals that you might consider as you plan for the future you desire.

Investing Fundamentals: Building Wealth for the Future

Investing Fundamentals: Building Wealth for the Future

Learn the Fundamentals to Develop a Comprehensive Approach Effective financial planning and management can play a role in wealth building. A solid wealth-building strategy can help you prepare for potential financial emergencies and work towards a comfortable retirement. Many people don’t understand that to truly build wealth, you need to do more than just save the money you make — you need to develop a long-term investment strategy. Here’s a look at the investing fundamentals you should know.

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D&S Wealth Management Group, LLC (DSWMG) is a registered investment advisor located in North Potomac, Maryland.  DSWMG and its investment advisor representatives are in compliance with the current filing requirements imposed upon state-registered investment advisors by those states in which DSWMG maintains clients. DSWMG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.   Additional information, including our services, advisory fees, and other helpful disclosures, can be found in our Form ADV Part 2, which is available upon request or on the SEC’s website here.

Investment advisory services are offered through DSWMG. Insurance services are offered through D&S Insurance Solutions, LLC.  Accounting and tax services are offered through Deleon & Stang, CPAs and Advisors.

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