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Investment Management

Avior Wealth Management / Insights  / Planning Insights  / Investment Management (Page 2)
a couple meeting with a financial advisor in a sunny office discussing life insurance policies

Your Guide to Life Insurance Policies

Learn the differences between term, whole, universal, and variable life insurance to choose the right option for your financial plan. When you’re estate planning and considering your long-term goals, one priority should be insurance. In particular, life insurance provides a safety net for your loved ones in the event of your death. It offers financial protection and peace of mind by ensuring that dependents or beneficiaries receive a lump-sum payment, known...

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A woman at an art gallery looks at painting alternative investments

Evaluating Alternative Investments Like Art, Wine, and Collectibles for Your Portfolio

Looking into alternative investments, such as art, wine, and other collectibles, can help you diversify. Investors are increasingly turning to new avenues to diversify their portfolios with new sources of returns. You may not know that alternative investments such as art, wine, collectibles, hedge funds, real estate, and commodities offer very unique opportunities to explore unconventional avenues of wealth protection. Plus, they can be enjoyable to pursue.  Diversifying this way helps you...

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a businessman meeting with a couple about real estate investing

Investing in Real Estate for a Diversified Portfolio

The real estate market provides investors with unique options for diversification, supporting long-term growth and success. Diversification is a key strategy for managing risk and enhancing potential returns. While stocks and bonds can diversify portfolios, real estate investments also comprise a valuable asset class. Real estate provides the potential for significant returns while diversifying your portfolio to protect against market swings.  This post explores the benefits of incorporating real estate into a...

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a couple pointing to paperwork while talking about tax-efficient investing

Maximize Your Returns with Tax-Efficient Investing

Tax implications play a big role in the investment decisions you make. How can you maximize your returns with better tax strategies? Tax-efficient investing concerns managing investments to minimize the impact of taxes on investment growth. The goal is to optimize after-tax returns by strategically choosing investments, considering tax implications, and employing tax-efficient strategies.  This kind of investment mindset is crucial in financial planning and can significantly affect your overall wealth preservation....

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