Tag: investment

Tax-Efficient Investing: Strategies for Business Owners in 2025

Olive Sawyer

Tax-efficient investing is a core part of any successful investment strategy, involving both making the most out of tax-advantaged accounts and selecting investments with tax efficiency in mind. New 2025 tax policy changes offer new opportunities to save, grow and keep more of what you earn. Speak to your advisor about their implications for you specifically. 1. Tax-Free Cash Flow Financial planning is of vital importance for business owners. This should involve analyzing fixed and variable costs, setting aside contingency funds and reviewing budgets regularly. Effective cash flow management can…

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The Role of Currency Risk in International Investing

Glenn Knox

Currency risk management can enhance the stability and return of international investments. Effective strategies include hedging against exchange risk as well as diversifying across regions and currencies. Currency risk (commonly referred to as Foreign Exchange Risk or FX risk) can have a direct impact on returns from international investments. Transaction Exposure Transaction exposure refers to the risk a business takes from fluctuations in foreign exchange rates between when an international transaction begins and ends. Since most international business deals don’t happen instantaneously, it is possible that currency values could change…

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The Benefits of Diversifying Your Investment Portfolio

Glenn Knox

Everybody knows the adage “Don’t put all your eggs in one basket.” Indeed, diversifying your investment portfolio is key to reaching your financial goals. Diversification refers to spreading your investments among asset classes, industries, and styles in order to reduce the risk that negative events affect all your portfolio at once. 1. It’s a way to protect against losses. As is commonly stated, “don’t put all your eggs in one basket,” this piece of advice applies equally well when investing. While every successful venture does exist, many unsuccessful investments have…

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