Investment Policy Supplemental Guidance

Please review and answer the questions below with your best ability to help in determining your investment strategies. If you do not know an answer, please put I do not know and we can discuss further during our next call.
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Capital gains taxes are due whenever you sell, now or later. The rates are relatively low. Are you more concerned with avoiding these taxes, or optimizing your investment strategy for maximum wealth?
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Is your tax rate high enough that you prefer tax efficient investments, even though they may be less profitable?
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Considering your answer to #1, are there any investments you prefer not to sell in order to defer capital gains taxation?
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Based on the information you’ve provided to us so far about your bank and other conservative accounts, do you feel that you have a sufficient emergency fund?
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What is your overall investment time horizon for your accounts?
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Will you need any income within the next 5 years from your Camarda accounts?
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Do you plan to contribute to your investments regularly?
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