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Planning Insights

Avior Wealth Management / Insights  / Planning Insights (Page 7)
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 man and woman at home looking at a laptop together and discussing retirement contributions

Tax Implications of Your Retirement Contributions

Whether you contribute to an employer-sponsored plan or an IRA, factor in these tax benefits and implications to optimize tax planning      It’s not always easy to understand how your retirement account contributions are impacting your taxes. Even though many retirement savings avenues provide tax advantages, there are still key considerations to factor into planning to maximize results and minimize your tax liability.  For instance, IRAs, 401(k)s, pensions, and Social Security benefits will...

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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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Financial planner in conversation with her clients

Tax Deduction Strategies for Small Business Savings

Your business may qualify for many different tax deductions. You just need to know where to look. Small business owners face complex options when trying to navigate tax deductions. In fact, 37% experience feelings of anxiety and confusion on this topic. It’s easy to get frustrated with the process and give up altogether, but then you risk losing a crucial opportunity to find significant savings. A wide range of tax deductions are...

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