Deferring taxes lets our clients hold onto capital that can compound and grow. Essentially, we continue to invest money that would otherwise be consumed in taxes from more frequent trading.
The articles in this blog are provided for the benefit of our clients. Any mention of specific investments is not an offer for investment. Portfolio commentary discusses positions and actions widely, but not universally affecting client portfolios. Even if these positions and actions do not reflect each client's unique portfolio, a discussion will, at a minimum, provide insight to the approaches we employ. Information about investments may change, and Buttonwood maintains no duty to update readers about the positions taken in these articles. If you have further questions about this writing, please call our office at 410-988-2391.