Broker Check

1101 Spring Forest Rd.
Suite 100
Raleigh, NC 27615

Jo G.Holloman, CPA

(919) 861-7670

 

Tax Alpha: What is Tax Alpha?

You may ask, what is tax alpha? It's the value that is added to a client's financial plan by optimizing sound tax strategies. If "alpha" is the return generated by an advisor's skill in picking and managing investments, then "tax alpha" protects that return and generates a boost by making sure that taxes don't eat away more of a client's wealth than absolutely necessary. HD Vest Advisors deliver tax alpha through their ability to gain insights from your taxes and leverage that information to provide you with a holistic view of your financial plan.