Having the right mix
of assets in your portfolio is critical to your financial success. At
Solenture, we will review your asset allocation to determine if it meets
your income and liquidity needs, risk tolerance, and timeframes. Our
professionals can then make recommendations on asset repositioning,
while taking into consideration your income tax situation.
Solenture's process begins with aligning your asset allocation with your
financial goals. Some things to consider include:
Liquidity - Will you need immediate access to a portion of your
portfolio to meet current needs?
Income - What is your current income? Do you require an income stream
from your investments? What are your projected income needs in the
Timeframe - Where are you in your investment cycle? When are the key
years to begin an income stream or make major purchases?
Risk tolerance - Are you willing to accept more risk in exchange for
potentially higher returns? Do you prefer to maintain a lower level of
risk, regardless of the potential rewards?
Unique Needs - Did you recently or are you about to receive a large sum
of money? Do you need to provide special care for a child or for
parents? Are you targeting funds for the education of children or
grandchildren? Are you targeting funds for legacy purposes or charitable
Tax Considerations - What is your mix of taxable investments, tax-free
investments, and tax-deferred investments? Are you about to experience a
significant taxable event due to receiving a large sum of money?
For more information on Solenture's Asset Advisory Services,
The material and
analysis within this report requires careful review and consideration.
You, the client, should review it thoroughly with your personal tax
and/or accounting advisors. Solenture, Inc. and Solenture Advisors LLC
are neither accounting nor legal advisors and you should not rely solely
on this information for your final decision.
The above advice
was not intended or written to be used, and it cannot be used, by you
for the purposes of avoiding any penalty that may be imposed by the
Internal Revenue Service.
The above advice was written to support the promotion or marketing of
the transactions or matters addressed by the written advice, and, based
on the particular circumstances, you should seek advice from an
independent tax advisor.
Securities products offered through registered representatives of Mid Atlantic Capital Corporation (MACC). Member
FINRA and SIPC. Solenture is not a subsidiary or control affiliate of MACC.
Advisory services offered through Solenture Advisors LLC., a
registered investment advisor.