June 05, 2017 in Five, Five, Five | by Scott Wood

June 2017: the Five, Five, Five

1. SECURITY OF CLIENT DATA AND ASSETS True North takes the responsibility of safekeeping clients’ information and assets from fraudulent activities very seriously. While the SEC does not require cyber security insurance policies for registered investment advisors, True North proactively secured a... Read More

May 05, 2017 in Five, Five, Five | by Scott Wood

May 2017: the Five, Five, Five

1.TAX IMPLICATIONS IN PORTFOLIO MANAGEMENT One of the benefits of creating diversified client portfolios is the ability to be thoughtful in managing the tax implications. Inevitably, certain investments will be positive and others will be negative over a given time period. We will tactically... Read More

April 05, 2017 in Five, Five, Five | by Scott Wood

April 2017: the Five, Five, Five

1. TAX FILING DEADLINE Tuesday, April 18th is the date your income tax return and payment are due to the IRS. The usual filing deadline is April 15th, which falls on a holiday this year, so all tax filers get a few extra days to get their returns done. This is also the deadline for IRA... Read More

March 03, 2017 in Five, Five, Five | by Scott Wood

March 2017: the Five, Five, Five

1. MARKET INFLATION EXPECTATIONS RISING We believe it is prudent to include inflation sensitive assets within client portfolios to hedge against possible future unexpected inflation. A strong U.S. dollar and historically low energy prices have kept inflation at moderate levels despite the size of... Read More

March 03, 2017 in Articles & Newsletters | by Scott Wood

Trumping the Fiduciary Rule

On Friday, February 3,  Trump signed an executive order asking the Department of Labor (DOL) to review the fiduciary rule originally set for implementation in April of this year. Within the first few months of President Trump being in office, we have seen many executive orders signed to repeal,... Read More
    

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