RSW Wealth Management

02/26/2026

In this podcast, we discuss surprising results from the Standard and Poors company (S&P) of the performance of active portfolio managers. As explained in the video, over 72% of portfolio managers underperform their respective benchmarks. S&P annually reviews short-term and long-term performance.

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01/08/2025

Are you missing global investment opportunities?
In this video, we discuss the question: Will U.S. stocks outperform international equities in the future? History shows that there are long periods where international stock returns are significantly higher.

See the podcast for details.

Please contact our office for more information.

We offer a complimentary meeting to discuss your questions and plans.

01/08/2025

In this Podcast, I discuss a strategy to diversify a single stock and lower your income tax in a taxable investment account.
This coordinated strategy will minimize or eliminate income tax on the sale of the single stock.

Please contact our office with any questions or comments.

We offer a complimentary meeting to discuss any questions on this topic.

08/30/2024

In this Podcast, we compare three investments referred in the financial media as assets that hold their value in uncertain times. It is important to consider which investments provide stability in volatile times.

Please contact our office with any questions or comments.

We offer a complimentary meeting to discuss your questions and plans.

06/22/2024

Consider holding your international investments in your taxable brokerage account rather than tax deferred accounts such as IRA accounts. Why?
See the podcast to review this tip.
Please contact us with any questions or comments.

10/29/2023

Planning for Nevada Residency includes minimizing the likelihood of a California Residency Tax Audit. Are you and owner of a California based company? The podcast below outlines audit tax traps to avoid. As mentioned in our earlier podcasts, California auditors typically review the past four years of your tax filings as well as your online information before they prepare an audit. It is best to minimize your audit risks as discussed in the podcast below. We welcome your questions and comments.

10/29/2023

Donations to your favorite charitable organization and giving can be tax efficient too. Best planning includes maximizing income tax deductions. Also, be aware of the impact on your estate. And minimize gifts’ income tax to loved ones. See the podcast for more information on smart donating and giving.

07/19/2023

Index mutual funds have been an investment staple, allowing investors to diversify and grow their portfolios since the 1970’s. Unfortunately, these mutual funds as well as other types have cost and tax disadvantages.

ETFs have significant benefits and also provide well diversified investments with long-term performance advantages because their major cost and tax advantages over mutual funds add up and continue over time. See our podcast for more information.

04/30/2023

Long-term tax and wealth protection includes starting a tax savings plan as early as possible. A longer time horizon provides greater accumulated benefits of tax-free growth for your wealth. The tax saving strategy in the podcast is one of the best options for long-term investors.
https://www.rswwealth.com/blog/a-tax-saving-strategy-that-keeps-on-giving/

12/29/2022

In these inflationary times, it is important to hold investments that can protect your portfolio. With sustained inflation the Podcast below shares various investments that historically protected investors from a decreasing value in the dollar due to inflation. This Podcast shares several ideas.

  In these inflationary times, it is important to hold investments that can protect your portfolio. With sustained inflation the Podcast below shares various investments that historically protected investors from a decreasing value in the dollar due to inflation. This Podcast shares several ideas.

10/28/2022

Downturns are distressing to investors in part because of the unpredictability of the market. There are, however, potential tax savings in such challenging times. The tax strategies below help provide significant income tax savings in the current year and for many years to come.
https://www.rswwealth.com/blog/income-tax-benefits-in-a-downturn/