Frequently Asked Questions
Question: How tax efficient is your investment management?
Answer:
Both fees and taxes reduce your investment performance. We manage both taxable and tax-deferred accounts. Special attention is paid to investment composition and rebalancing procedures for taxable accounts. Through the use of exchange traded funds, municipal bonds, rebalancing procedures and the minimum short-term gain accounting method, we strive to minimize your tax liability in nonqualified accounts.
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Disclosure Statement: The contents of this website are for informational purposes only and are not a solicitation to either buy or sell securities. No new account will be accepted unless and until all local regulations have been satisfied. The material presented on this website is from sources believed to be reliable, but it's content is not guaranteed and may be subject to change at any time. Please read our privacy policy prior to leaving this site. Northwest Advisory Group, Inc. does not offer guaranteed rate programs. Investing in financial markets involve the risk of losing principal. Northwest Advisory Group, Inc. does not manage bank guarantee or FDIC accounts. All visitors to this website should note that past performance is not necessarily indicative of future results.