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Video

Technology for Tax Optimization

Featuring
New Frontier Investment Committee

Viewing Time: 58 minutes

TOPIC
Technology for Tax Optimization

For clients with taxable assets, we go beyond simply focusing on municipal bond ETFs and tax-loss harvesting to include a variety of income-generating ETFs designed to provide long-term after-tax wealth accumulation.   

New Frontier Advisors LLC (“New Frontier”) is a federally registered investment adviser based in Boston, MA. The information discussed here is for information purposes only. Past performance does not guarantee future results. As market conditions fluctuate, the investment return and principal value of any investment will change. Diversification may not protect against market risk. There are risks involved with investing, including possible loss of principal. Before investing in any investment portfolio, the investor and Financial Advisor should carefully consider the investor’s investment objectives, time horizon, risk tolerance, and fees.