CMP Financial Planning

Investment Planning


Evaluating Your Portfolio’s Performance

- Sep 06, 2016

For many of us, evaluating our investment account statements is like going to the dentist:  it’s the right thing to do but we would rather put it off!   Sure, we want to feel good about our investments’ performance.   Charting investment returns?   Ranking investments, picking a strategy?   About as much fun as that dentist visit. The good…

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Surefire Ways to Increase Investment Returns!

- Sep 10, 2013

Surefire Ways to Increase Investment Returns! While academic research has shown it is difficult or impossible to beat market returns, often we can effectively improve our returns simply by reducing the taxes on our investment income and gains! The first step is to understand how tax treatment differs for each account type, especially when taking…

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The Art of Asset Location

- Mar 23, 2011

The Art of Asset Location While academic research has shown that no manager can beat the market (not even on Wall Street!), we can, in effect, improve our returns by reducing taxes on our investment income and gains! Christine Benz has done a nice job of discussing this topic in her article What Goes Where?…

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