We’ve received several questions about why I’m not invested in each 4th Pillar portfolio stock or bond.
To best address these questions, I drafted this note.
I encourage you to read alongside the July 2019 issue.
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Neither this document, nor any content presented by our organization, is intended to provide personal tax or financial advice.
This information is intended to be used and must be used for information purposes only as general guidance and aimed at expanding your thinking.
We are not investment or tax advisors, and this should not be considered advice.
It is very important to do your own analysis before making any investment or employing any tax strategy.
You should consider your own personal circumstances and speak with professional advisors, and independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise.
No content on the site or in this post constitutes – or should be understood as constituting – a recommendation to enter in any securities transactions or to engage in any of the investment strategies presented here, nor an offer of securities.
