Tuesday Mar 26, 2019

Is Your Investment Portfolio Tax Smart?

Is your investment portfolio tax smart? This may seem like peanuts, but over the years a tax-inefficient investment plan can make or break someone’s retirement. Our in-house CFA Aaron Kennedy joins us this week on our show.

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Copyright 2016 . All rights reserved. Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc. Office: 106 S. Seaman St. | Eastland, TX 76448 | Phone: 254.629.3863.

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