Biggest Hit

The biggest hit to your portfolio over a lifetime of investing will likely be taxes. 

Many investors spend all their time searching for the cheapest mutual fund with the lowest commission.

That is not enough. 

Coffeehouse Investors are focused on addressing tax-smart strategies for building personal wealth.   

Christine Benz, director of personal finance at Morningstar, heads up a lively exchange with Tim Steffen, Director of Tax Planning at BAIRD, offering meaningful guidance on “Financial & Tax Planning To-Do’s Before Year-End.”  

Is it time to become a Coffeehouse Investor and start addressing what may be the biggest hit to your portfolio?

Connect with me and let's build a tax-efficient portfolio together.