Swink, Smith, Coplen & Company, P.C.
800-681-4959
hcardwell@ssc-cpa.com
www.swinksmithcoplen.com

We are at your disposal to identify opportunities within the new law that apply to you and help steer you away from new pitfalls and challenges. Please call our office today at 314-842-2001 to set up a tax planning meeting. As always, planning ahead can help you minimize your tax bill and position you for greater success.

Market Strategies: Three Ways to Play Defense in Your Stock Portfolio
Defensive investment strategies share a common goal — to help a portfolio better weather an economic downturn and/or bouts of market volatility. But there are some key differences, including the specific criteria by which particular stocks are selected. If you are nearing retirement or just have a more conservative risk tolerance, one of these defensive strategies may help you manage risk while maintaining a robust equity portfolio.
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