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About Us
Objective Investment Advice...
Helps
You Make Better Investment
Decisions
There are countless decisions you must make to
build a solid portfolio that will benefit from market upswings and
weather any downswings.
- How do you decide whether to buy an individual stock, a mutual
fund, treasuries, commodities, or just leave your money in your
savings account?
- What are the costs and tax implications of the investments you
select?
- Which types of investments should you hold in your retirement
accounts instead of your brokerage accounts?
- When is the right time to sell an investment?
- How do you sort through the conflicting advice you read in
magazines and on the Internet?
It’s enough to make your head spin. Some people end up putting small amounts in many different
investments to make sure they’ve covered all the bases. Others put the
majority of their assets in one or two places rather than deal with investment decisions. Does this sound
familiar?
Given this complexity, many people want professional investment
advice. But who is in the best position to offer you unbiased
recommendations? Do you want advice from someone who gets paid by the
products they recommend?
Many people don’t understand what their investments are or what they
should be doing. In a well-constructed portfolio, each investment should
fulfill a specific function and should be appropriate for your unique
situation. Your portfolio will work harder for you when it contains investments and uses investment strategies that have been selected based
on your needs. As fee-only financial advisors, we will provide you with
objective, unbiased investment recommendations for better investment decisions.
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To create a better investment strategy Taconic Advisors will:
- Thoroughly discuss your goals before making
investment recommendations;
- Look at all the financial risks you are taking
before determining your appropriate level of investment risk;
- Review all your accounts and determine not just
the right asset allocation but also the right asset location;
- Recommend the real estate exposure you need in
order to achieve long-term financial stability;
- Integrate tax planning with your investment
strategy to produce a higher after-tax return;
- Prepare all paperwork and help you consolidate accounts.
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An unusual feature of our practice is that we do not have investment balance
minimums nor do we “gather your assets.” Instead, we use the accounts
you have or, if they are not serving your best interests, we open retail
accounts for you at prominent low-cost investment providers. We never "touch" your money. We help you manage the accounts yourself.
You retain complete control over your investments at all times.
Astute investing is not a haphazard exercise. When your
investments have a written plan and are properly balanced,
objectively chosen, and periodically reviewed, you enjoy peace of mind
and confidence in your future.
Would you be happier receiving objective investment
advice?
Contact us to discuss your goals,
situation, and concerns. We’ll help you make the best investment
decisions.
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Charles “Chip” Simon, CFP®
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in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial
and ongoing certification requirements.