Tax day was just 3 months ago, but we think now is the time to start thinking about how to be tax-efficient for next year!

In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover our three favorite tax strategies for investors, along with a fourth bonus strategy that is one of Noland's favorites!

Before we get to taxes, we cover the improving market conditions and our outlook for the 2nd half of 2023 and where we see opportunities continuing to develop. To be clear, we are optimistic that we are in the early stages of a bull market.

With that in mind, if you are still sitting on cash in the bank, now is the time to get invested, as we expect a strong market in the second half of 2023. Reach out and we can set up a time to talk in more detail!

Topic 1: Outlook for the 2nd Half of 2023

Topic 2: The Top 3 Tax Strategies for Investors