Aside from the overall view, portfolio managers at Liquid Strategies have made a notable effort to align their interests with shareholders' by taking a personal stake and investing alongside them. Nearly 43% of the firm’s assets are represented by a manager who invests in their respective product. Only four years of average asset-weighted tenure among Liquid Strategies's longest-tenured managers gives us pause. In isolation, seasoned teams tend to have more experience to draw upon should they need to navigate turbulent market conditions. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average three-year Morningstar Rating is 3.0 stars.
3 Tax-Friendly Charitable-Giving Strategies for Retirees
Consider these ideas before filing your taxes.