Taxes can take 50% or more of your gains, but often don’t get the attention they should. The right investment program starts with tax considerations. Wise investors also carefully consider all the costs of managing their money, and they use diversification to solve for a wide range of risks that go far outside the ones in their portfolio.

On top of all that, many investors simply do not know what their maximum downside loss exposure is. Do you? Can you say just how risky your portfolio really is?

It costs nothing to find out if your portfolio is right for you. Get your Taxes First, Then Math Analysis with no obligation. After all, a quality second opinion never hurt anyone.

Use the form below to submit your investment statements securely and request your Taxes First, Then Math Analysis. 

Watch the video for a short five-minute overview on how the Taxes First, Then Math Analysis works. If you have questions, please use the link under the video to make an appointment to speak with me.