AthenaInvest applies behavioral finance to build innovative investment solutions.LEARN HOW
With the sharp market rebound, investors may find sizeable gains and tax consequences in their portfolios. Few things generate a more emotional response than taxes. Deciding to hold or sell an investment based purely on the tax consequences is usually at odds with maintaining a disciplined investment process. Ultimately, marginal differences in tax treatments are not as significant as we might imagine.
There has been an overwhelming growth in the number of investment choices over the last 20 years, as asset managers compete for investment dollars. As a result, many investors are easily overwhelmed by the sheer volume of investments and confused about what investments they should have. The chart below highlights this explosion in today’s marketplace.
The daily stream of events and the accompanying wave of pundit opinion can take its toll on weary investors and leave them in a state of angst about the markets and their investments. Planning is a powerful tool to help investors to refocus on their long-term goals and stay on track. The chart below highlights the benefits of planning taken from a study on retirement planning among Americans over age 50 in a wide range of market conditions.
Investors spend a lot of time and energy talking about the next big market crash or how to avoid large losses. The opposite side of that coin is what to do when faced with large, unexpected investment gains. It’s natural to want to spend at least some of this “free money,” but before you rush out and buy something, take a few minutes to think about the advantages of not doing that.
Tactical market rotation strategy designed to invest in the right market at the right time.
Focused deep-value strategy designed to generate long-term performance.
AthenaInvest Advisors LLC5340 South Quebec Street, Suite 320-SGreenwood Village, CO 80111
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