Federal income tax reform is in the news, but we will believe it when we see it. There is little to be gained from assessing tax proposals or “Capitol Hill rumors” regarding what might emerge. Once any changes are enacted in the law we will assess the ramifications for investors. In the meantime there are […]
Oct. 2017 – Year-End Tax Considerations Read More »
We encourage you to send an email for the most prompt response. Subscriptions: Please email us at subscriptions@loueastman.com Investment Guidance and Portfolio Reviews: Please email Luke Delorme at LukeD@loueastman.com Mailing Address 250 Division St. P.O. Box 1000 Great Barrington, MA 01230 Phone: 413-591-4445 Fax: 413-528-0008
Download as PDF We offer a complimentary portfolio review and recommendations report for prospective clients. Email for more information, or call 413-645-3327. Q: Is now a good time to invest? A: Yes. As the adage goes: “The best time to invest was 20 years ago; the second best time is now.” It is impossible
Frequently Asked Questions Read More »
Download as PDF We offer a complimentary portfolio review and recommendations report for prospective clients. Email us for more information, or call 413-645-3327. Fees are a critical metric when evaluating any investment adviser. AIS Advisory Fees The fees received by AIS are calculated based on the combined values of all managed accounts. An example of
Download as PDF We offer a complimentary portfolio review and recommendations report for prospective clients. Email us for more information, or call 413-645-3327. Markets Work: Don’t Overpay for Returns Market prices reflect the consensus estimate of millions of market participants – professional traders, retail investors, pension funds, high-frequency traders, speculators, and everything in between.
AIS Investment Strategy Read More »
Download as PDF We offer a complimentary portfolio review and recommendations report for prospective clients. Email us for more information, or call 413-645-3327. Through our Professional Asset Management (PAM) service, we work with clients to define their financial goals, implement concrete steps to achieve those goals, and adopt an investment approach that gives clients
Through our Professional Asset Management (PAM) service, we work with clients to define their financial goals, implement concrete steps to achieve those goals, and adopt an investment approach that gives clients the best likelihood of success. We manage taxable accounts, IRAs, pension plans, trusts, and other account types individually or on a combined basis. PAM
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The information provided does not constitute investment or tax advice and it should not be relied on as such. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor. It should not be considered a solicitation to buy or an offer to sell a security. All material has been obtained from sources believed to be reliable. There is no representation or warranty as to the accuracy of the information and AIS shall have no liability for decisions based on such information.
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