Most financial advisors will attempt to outguess or out game the markets. Statistics have shown that no one, not even companies with millions of dollars of research and sophisticated trading technology can consistently outperform the markets. Warren Buffett made a bet to a Hedge Fund that they could not outperform a standard index (Read about it here) and the Hedge Fund lost.
(1) Learn how to hold onto more of what you earn
(2) Learn the most efficient method to distribute assets
Most financial advisors will attempt to outguess or out game the markets. Statistics have shown that no one, not even companies with
millions of dollars of research and sophisticated trading technology can consistently outperform the markets. Warren Buffett made a bet to
a Hedge Fund that they could not outperform a standard index (Read about it here) and the Hedge Fund lost.
(1) Learn how to hold onto more of what you earn
(2) Learn the most efficient method to distribute assets
Using technology, we can model investment portfolios to take advantage of the tax rules.
Our goal is to use technology to better increase your Taxeficiency score. We strive to reduce
your risk while still obtaining the same net rate
of return you would have received with a
higher risk portfolio.
By using the GAMMA strategy which includes the following:
(1) Location Optimization
(2) Tax Swapping
(3) Tax Harvesting
(4) Strategic Withdraws
(5) Bifurcated fee deductions
(6) Tax Selected Retirement Account Deposits
Using technology, we can model investment portfolios to take advantage of the tax rules.Our goal is to use technology to better increase your
Taxeficiency score. We strive to reduceyour risk while still obtaining the same net rateof return you would have received with ahigher risk portfolio.
By using the GAMMA strategy which includes the following:
(1) Location Optimization
(2) Tax Swapping
(3) Tax Harvesting
(4) Strategic Withdraws
(5) Bifurcated fee deductions
(6) Tax Selected Retirement Account Deposits
H&H Retirement Design and Management, Inc. is a SEC Registered Investment Advisor. For more information on our firm, please visit SEC.GOV for a full Form ADV II and the form CRS. Any discussion, text, video or communication on this site should not be considered a recommendation, projection, or assumption of any returns, risks, or future projections of any type of investment, process or plan. Any recommendation can only be made by one of our licensed advisors after consideration of acceptance as a client. No initial communications, without formal engagement should be considered a recommendation or suggestion. H&H Tax and Business Advisors, LLC. is a separate, Non-SEC Registered Advisor but is a commonly owned company practicing in tax and business advisory services. Please visit HHTBA.Com for specific services related to H&H Tax and Business Advisors, LLC. Please visit our privacy policy and terms of service for this website. Please visit our Client Relationship Summary (ADV III) and our Firm Brochure (ADV II).
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