BUILDING A STRATEGY THAT PAYSEnhancing Returns On Your Investments

ROI Comes From Careful Planning with the Right Tools

It pays to plan. Careful planning, the right tools, and a team who understands you and your goals personally is the cornerstone for creating a strategy for your money to work for you, and positions you to earn potential returns on your investments.

Reducing Your Investment Costs

As the saying goes… “You have to spend money to make money.” Yes, however, what you should spend on investments should be minimal and an important consideration in your overall planning. Investments with higher costs require higher returns, so the performance may suffer compared to other strategies. Some investments have more hidden fees and costs, while others have minimal fees. Feel secure knowing that our team is well educated and savvy at creating a portfolio that will not only reflect your goals, but also contain investments with minimal costs vs return to strengthen your overall advantage.

Creating A Tax-Efficient Investing Strategy

A tax-efficient strategy is about timing. Investments will have various types of tax implications and a long-term strategy will place these varying investments where they need to be, at various points of the life of your portfolio, to lessen any tax burden. Tax-efficient in taxable accounts, tax-inefficient in tax deferred accounts. Educated choices and timing will be key in any tax-efficient investing strategy.

Knowing When To Convert Investment Types

Investments should be fluid with the ability to grow and change along with the changes in life. With years of experience, allow our team to guide you and your portfolio to convert any investment types that will keep your goals in focus and maintain the opportunity for the returns you need at the time you need them.

Investing With A Long-Term Focus

The advisors at The Avenue will keep your long-term goals in focus while helping you make short term decisions. We are committed to the big picture, knowing each decision along the way has an effect on the long-term plan, ensuring that we use every resource available to navigate the proper path to your long term goals.

Holding investments for the long term does not insure a profitable outcome. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.