At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.