Six Tax Reduction Strategies to Enhance Portfolio Performance

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OJM Group

Many of OJM’s videos for VuMedi include directions to receive free copies of our books. Text VUMEDI to 844-418-1212 to request or download your free book(s).

OJM Group, LLC. (“OJM”) is an SEC registered investment adviser with its principal place of practice in the State of Ohio. SEC registration does ...
read more ↘ not constitute an endorsement of OJM by the SEC nor does it indicate that OJM has attained a particular level of skill or ability. OJM and its representatives are in compliance with the current notice filing and registration requirements imposed upon registered investment advisers by those states in which OJM maintains clients. OJM may only transact practice in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of OJM, please contact OJM or refer to the Investment Adviser Public Disclosure web site www.adviserinfo.sec.gov.

For additional information about OJM, including fees and services, send for our disclosure brochure as set forth on Form ADV using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

This presentation contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized legal or tax advice, or as a recommendation of any particular security or strategy. There is no guarantee that the views and opinions expressed in this article will be appropriate for your particular circumstances. Tax law changes frequently, accordingly, Information presented herein is subject to change without notice. You should seek professional tax and legal advice before implementing any strategy discussed herein.
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Six Tax Reduction Strategies to Enhance Portfolio Performance

By OJM Group FEATURING Andrew Taylor

2,181 views

July 11, 2018

Click here (http://www.ojmgroup.com/WMMSVUMEDI) for your free hardcopy or ebook download of OJM’s newest ...
read more ↘ book Wealth Management Made Simple. In this video, OJM Group Wealth Advisor Andrew Taylor, CFP outlines six strategies to minimize the taxes paid on the investments in your portfolio. He reminds investors to evaluate after-tax portfolio performance and consider the tax impact of their wealth management decisions.
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