Joe Jennings

/Joe Jennings

About Joe Jennings

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So far has created 2 blog entries.

Investment Process

By |May 5th, 2015|

Our investment process is comprehensive and, collaborative, both at the individual and institutional levels.

We understand the need to construct a well-balanced investment lineup that offers broad diversification, across asset classes. We make investment recommendations based on a quantitative evaluation process. A portfolio will be constructed based on your investment objectives, risk tolerance, and time horizon. Position sizing, pre-trade risk, stress testing and scenario analysis […]

Tax Matters

By |April 23rd, 2015|

For most career-oriented professionals, taxes will be your greatest expense. Knowing how to navigate through the tax maze is key to retaining and compounding your wealth. The Net Investment Income Tax (NIIT) was installed to pay for the Affordable Care Act. It is a 3.8% tax in investment earnings that applies to the lesser of:

  1. Net investment income or
  2. The excess (if any) of the modified adjusted gross […]