Category: Tax Planning

THE CORDANT WEALTH FINANCIAL CLARITY BREAK

Three Strategies to Save Money on Taxes

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Last month, PIMCO co-founder and financial manager Bill Gross made industry headlines when he announced his departure from the company. Gross had founded the firm in 1971, and grew the PIMCO Total Return Fund to the world’s largest bond fund. While we are not going to comment on his departure, his leaving the fund does highlight one very important area... Read More

What is Investment Integration?

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You probably know about asset allocation (the process of selecting what assets to own and in what percentage). And you may have heard of asset location (placing your least tax-efficient assets in tax-deferred accounts). But what the heck is asset (investment) integration? Simply put, investment integration is the process of viewing all assets as a coordinated whole (as opposed to... Read More

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