Income – Advisor Education Center

By:sgi@smithgroupinc.com
December 17, 2019
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Tax-Efficient Retirement Income https://advisoredcenter.com/wp-content/uploads/2019/12/nationwide_tax.png 700 350 sgi@smithgroupinc.com sgi@smithgroupinc.com https://secure.gravatar.com/avatar/00724bbd47a58aa10c8d8778bdaaee47?s=96&d=mm&r=g December 17, 2019 January 17, 2020

Tax-Efficient Retirement Income

Help clients comprehend how their income sources interact to affect their taxes, and how planning now can help control taxes later.

By:sgi@smithgroupinc.com
December 9, 2019
0

Finding opportunities beyond core fixed income https://advisoredcenter.com/wp-content/uploads/2019/12/fs_logo.png 700 350 sgi@smithgroupinc.com sgi@smithgroupinc.com https://secure.gravatar.com/avatar/00724bbd47a58aa10c8d8778bdaaee47?s=96&d=mm&r=g December 9, 2019 January 8, 2020

Finding opportunities beyond core fixed income

The low yield environment may limit the return potential of traditional fixed income portfolios, while downside risks could be substantial should interest rates rise.

By:sgi@smithgroupinc.com
December 9, 2019
0

Investing in commercial real estate debt https://advisoredcenter.com/wp-content/uploads/2019/12/fs_logo.png 700 350 sgi@smithgroupinc.com sgi@smithgroupinc.com https://secure.gravatar.com/avatar/00724bbd47a58aa10c8d8778bdaaee47?s=96&d=mm&r=g December 9, 2019 January 8, 2020

Investing in commercial real estate debt

Investing in CRE debt may offer a differentiated way to invest in real estate and provide an alternative source of income and diversification at a time when both are hard to find.