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To Enhance Your Portfolio Performance

With this year’s changes to the tax code, OJM Group reminds investors to consider the tax impact of their wealth management decisions. In our June 2018 on-demand webcast, OJM Group Wealth Advisor Andrew Taylor, CFP® outlines six strategies to minimize the taxes paid on the investments in your portfolio. He reviews the concept of tax diversification and emphasizes the importance of evaluating the after-tax performance of your investments.