Jonathan Satovsky tells WSJ Sunday investors should not let tax policies dictate investment strategies.
Jonathan Satovsky tells WSJ Sunday investors should not let tax policies dictate investment strategies.
A Big Tax Hit for Dividends, Wall Street Journal Sunday, Jonnelle Marte –
October 04, 2010
If the Bush tax cuts are allowed to expire at the end of the year, stock dividends will be subject to a much higher tax. So some financial advisers say it might be time to review the investments you have in taxable accounts and consider holding a larger portion of high-paying dividend stocks in a tax-deferred account, such as an individual retirement account of a 401(k)…
Read More
Get the Latest Wealth Insights, Delivered.
Disclosures
This blog post is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by Satovsky Asset Management, LLC (“SAM”). SAM is a registered investment advisor with the Securities and Exchange Commission – for more information see www.adviserinfo.sec.gov. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market indata. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.
Further Reading

Jonathan Satovsky Interviews Rabbi Simon Jacobson

Always on the run

Learning something new

