3 Best Practices for Building Tax Efficient Portfolios

It’s often said that only two things are certain in this world: death, and taxes. Every year, tax day rolls around and investors, advisors, and fund managers alike search for ways to conduct more tax efficient investing. While some fund managers offer mutual funds or Exchange Traded Funds (ETFs) that are created with tax efficiency … Continued

Winning in Bear Markets with Rita Cheng

  FEATURING: RITA CHENG Click to view in YCharts Q: Tell us about yourself and Blue Ocean Global Wealth. What is your philosophy? A: I help clients gain clarity, confidence and control of their finances. The foundation of every client relationship is financial planning. Financial planning is a collaborative process that helps clients meet their … Continued