Principled Thoughts

2018 Year-End Planning


As we approach the end of the year, it leaves many wondering what they can do to improve their tax situation—especially in light of the significant changes to the tax code this year.  We have prepared a Year-End edition of our Guidebook to provide you with actionable tips and strategies as we head into the new year.  The good news is that for our clients we are already doing the majority of this work as it pertains to your portfolios.

We hope that you find this information valuable.  Should you have any questions, please do not hesitate to contact our office.  If you have a friend, family member, colleague, or client who you feel may benefit from this information, please do not hesitate to share it with them.

We wish you a very happy, healthy, and safe holiday season and with all of the best wishes for a prosperous New Year!



Financial Principles, LLC is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.