Andrew Grant, Director of Manager Research, and Thomas Pontius, CFP®, Senior Financial Planner, delve into the crucial topic of wealth preservation. They discuss the importance of protecting your assets and introduce various strategies to help safeguard the assets that you’ve diligently built.
Key Highlights:
– 04:20 Diversification: Learn how spreading your investments across different asset classes may help to reduce risk and strengthen returns.
– 08:05 Trust Planning: Discover how establishing trusts can provide long-term protection for your wealth and ensure it is passed on according to your wishes.
– 10:36 Tax-Efficient Investing: Understand the benefits of investing in a way that can help to minimize tax liabilities and bolster your net returns.
This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur. Past performance is no guarantee of future results.
