Taxes, investment strategy and diversifying low-basis stock

• Published in: Trusts & estates Vol. 134; no. 5; p. 8
• Main Author: Jacob, Nancy L
• Format: Magazine Article
• Language: English
• Published: New York Informa 01.05.1995
• Subjects: Asset allocation; Budget deficits; Capital losses; Equity; Income taxes; Investment policy; Investments; Pension plans; Personal finance; Personal holding companies; Portfolio management; Rates of return; Statistical data; Tax increases; Tax planning; Tax rates; Tax returns; Trusts; United States > US

After more than a decade of providing investment consulting services to high-net-worth families whose portfolio assets range from $10 million to $1 billion, the staff at CTC Consulting, Inc., has come to believe that while investment policy and asset allocation decisions are extremely important to t...