Thursday, May 27, 2010

What’s More Important Than Investment Performance?

Tax planning. "If you can save on taxes, that almost means more than any amount of investment performance…." See Barclays Wealth sees scramble on U.S. tax burden.

Speaking of Barclays, see also Wealthy clients looking for plans they can trust:
A report from Barclays Wealth this week found that nearly half of U.S. high-net-worth investors are reviewing their portfolios more than they were before the recession, and nearly a quarter are now spending more than five hours a week actively investing their money.

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