Broker Assisted Trading
A Broker-Assisted account is essentially an account whose owner retains complete control over every trading decision made within the account, and at the same time has the full attention of a licensed account representative.
A trader with a Broker-Assisted account can have as much or as little help and input as desired.
Edgemoore Financial encourages you to review the following services provided for Broker-Assisted accounts. These services have been designed with one goal in mind
to help you with up-to-date research and timely trading alerts in the futures and commodity options arena.
At Edgemoore Financial Management a broker-assisted relationship provides all the following benefits and more at competitive round-turn commission rates:
Execute & place orders on your behalf
Keep you up-to-date on changing market conditions
Education, Education, Education
Help in understanding fundamental & technical analysis
Conduct specific market research
Provide research reports; historical and current
Strategize and develop a trading plan
Implementation of a trading strategy
Teach you the principals of proper money management
Learn the 12 Golden rules of trading
Fulfill any of those needs unique to you as a trader
And much more ~ call 800-707-0044 for complete details
Tax Benefits of a Futures Account
Due to an agreement between the U. S. Treasury Department and Congress, all gains earned from futures trades are taxed as if they were made up of 60% long term capital gains and 40% short term capital gains. This means that 60% of the gains are considered long term capital gains and are subject to a maximum federal income tax of only 15%, compared to the short term capital gains which are subject to a top tax rate of 38%. The net after tax results for gains made in futures and options on futures trading can be significantly higher for those clients who are in the upper U.S. income tax brackets. You should consult your tax advisor before investing.
Do not hesitate to contact an Edgemoore Financial Management professional to learn more about these programs and to find out if they are consistent with your overall investment portfolio and risk tolerance.
