Gary Smith, CFA
Tax Planning for Retirement
The strategies employed while tax planning for retirement are different from the strategies you employ to minimize taxes while working....
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Seth W. Arbogast, CFP®
- May 27, 2022
Welcome to Invariant Investment Management
On behalf of the entire Invariant family, we would like to thank you for taking the time to visit our website. We hope that as you...
Gary Smith, CFA
- Mar 14, 2022
Estate Planning: The Essentials
Estate planning is about protecting your assets, protecting yourself, and protecting your family. No matter what stage of life you are...
Gary Smith, CFA
- Feb 28, 2022
Mid-Point of your Career: Cash Flow Planning
Financial planning isn’t static - your journey has several milestones and transitions along the way. As you progress, your needs, goals,...
Gary Smith, CFA
- Feb 22, 2022
Planning for Retirement with Equity and Option Compensation
Equity and option compensation is becoming a more common part of employee pay packages. With this comes additional considerations when...
Gary Smith, CFA
- Feb 14, 2022
Behavioral Biases Surrounding Concentrated Positions
Portfolio managers, financial advisors, and individual investors are all susceptible to allowing common behavioral biases impact their...
Gary Smith, CFA
- Feb 7, 2022
Retirement Plan Options for Small Businesses
Small Business Retirement Plan Options 401(k) plan options can be expensive to set up and maintain for small business owners. ...
Gary Smith, CFA
- Jan 31, 2022
High Net Worth Planning Case Study
Intro The case study series provide hypothetical financial planning scenarios. While no actual client information is used for privacy...
Gary Smith, CFA
- Nov 16, 2021
Wealth Management for Private Equity Professionals
Introduction Although many early career private equity professionals fall into the HENRY (high-earner-not-yet-rich) category, the access...
Gary Smith, CFA
- Nov 9, 2021
Asset Location for Tax Optimization
A critical distinction between individual and institutional investors is the relative importance of after-tax returns. Many institutions,...
David M. Borowsky
- Nov 2, 2021
Proposed Tax Code Changes
Proposed Tax Changes (with thanks to Akram and Associates ) On September 15th, the House Ways and Means Committee approved its sections...
Gary Smith, CFA
- Oct 5, 2021
Managing Concentrated Holdings
Concentrated positions, whether publicly traded or privately held, have implications on clients’ financial plans. They can arise from...
Gary Smith, CFA
- Sep 28, 2021
Portfolio Management & Financial Planning Need to Work Together for Your Clients
A key pillar of Invariant’s Investment Philosophy is that portfolio management and financial planning need to work together. It sounds...
Gary Smith, CFA
- Jun 12, 2021
Behavioral Mistakes Can Derail Even the Best Investment Plans
Creating a financial plan is the first step toward building a successful Advisor/Client relationship – mapping the investment strategy...
INVARIANT INVESTMENT MANAGEMENT
(717) 317-9006
200 Grandview Avenue | Suite 103 | Camp Hill, PA 17011
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