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Founder, Managing Partner,
Net Worth Advisory Group
Ray LeVitre has gained a unique perspective of the financial industry during his 20-plus years of experience. He has worked as representative for one of the nation's largest mutual fund companies (Fidelity); as a bank investment representative at one of the nation's largest banks; and as an insurance agent at a reputable life insurance company. He then worked as a stockbroker at the nation's largest brokerage firm before starting his own independent fee-only financial planning firm in 2003, Net Worth Advisory Group.
Because LeVitre has seen the industry from many angles, he understands the types of products and services commission-based companies offer. As an independent fee-only CFP, LeVitre is in a unique position to help people evaluate the products, services and strategies they have been sold by other advisers and help determine if they were given sound advice.
In addition, LeVitre is the author of 20 Retirement Decisions You Need to Make Right Now.
You may have heard about this strategy or thought about giving it a try but aren't sure if it's right for you. To find out, here are the basics of how it works and who is best suited to this tax-planning possibility.
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With stocks in the stratosphere, many investors have happily put off rebalancing as they watch their portfolios rise. Those same investors won’t be smiling when stocks fall back down to earth. It could be time to do some strategic selling.