Tax Matters. One of the nicest things about working with us is how much simpler your life will be with regard to taxes. Our portfolio management system provides the capital gain and loss reports you need to file your tax return; we can send these reports either quarterly (for those who pay quarterly estimated taxes) or annually. No more shuffling through boxes of confirmation slips, trying to calculate your cost basis, determining whether the gain or loss is short- or long-term; our reports take care of all of this for you. While you always receive tax reports (e.g. 1099s) from your broker, we also receive electronic copies, and can send these to you or your CPA as needed.
Quarterly Reports. Each quarter, you will receive reports from us which describe the transactions in your accounts, along with beginning and ending balances; they also show the diversification of your accounts across asset classes, both in table and chart form. Our system nets out the effect of contributions to and withdrawals from your accounts, so you can see the true performance of your investments. And our performance reports also show your returns net of our fees. In other words, we want you to know exactly how much value we’ve provided to you above the expense of working with us.
Newsletters. We distribute newsletters when we have enough important things to convey to you. We have grown tired of reading recycled content that does not convey new and/or important items to you—and thus will not publish until we believe we have something especially important to share. |