I’m seeing more and more financial products being sold primarily based on their tax benefits, which always makes me a little nervous. Sure, nobody likes to pay taxes, and you should minimize them when you can. But for my lawyer clients – telling them they can save on taxes through a particular investment approach – […]
*Timothy Corriero, represented under the tradenames “Juris Wealth” and “The JD Investor”, is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. Registration does not imply a certain level of skill or training. The JD Investor does not provide investment advisory services. It is a website/blog dedicated to educating and informing investors. See disclosures. Please refer to GAM’s Client Relationship Summary (Form CRS) or visit adviserinfo.sec.gov for additional information.
