client login
Icon-facebook-1 Icon-instagram-2 Icon-linkedin-1

Category: Financial Planning

Backdoor Roth Considerations

Roth accounts can be a great way to invest in a tax-free manner, but direct contributions to these accounts are not allowed if income is above certain thresholds. The IRS allows a workaround called the backdoor roth contribution, but investors need to be aware of its limitations.

Real Estate Tax Benefits?

Real estate investing is often considered highly tax advantaged. Sure, there are some tax benefits investors can reap, but the overall tax impacts from a typical real estate investment are more complex.

How to be a Bad Investor

In the past we have written extensively about what we think investors “should” be doing. For this blog post, we flipped that on its head and put together a list of recommendations on how to be a poor investor. If you crave high stress and poor performance, these recommendations might be right for you!

Asset Geography Pitfalls

Many financial planners will advise that certain asset classes should be held in certain account types, depending on the tax treatment of the asset class in question. For example, often we find planners advocating for fixed income securities to be held within non-taxable accounts like IRAs or Roth IRAs because the interest payments will be shielded from income tax while stocks, particularly non-dividend paying stocks, should be held in taxable brokerage accounts. In theory, this works well, but sometimes real world constraints can present problems with this methodology.

503-334-0963

Portland, OR

client login
Icon-facebook-1 Icon-instagram-2 Icon-linkedin-1

Blue River Capital Management, LLC is a registered investment adviser in the States of Oregon and Washington.

Copyright 2024 – Blue River Capital Management – Privacy Policy – Disclaimer – Site Map – Accessibility  – Designation Disclosure – ADV 2A – Made with  by ConsultMent

client login
Icon-facebook-1 Icon-instagram-2 Icon-linkedin-1

PHONE | 503-334-0963

Portland, OR

Icon-linkedin-1

Jack Dukeminier, CPA, CFA

founding partner

Jack, co-founder and Chief Investment Officer at BRCM, excels in investment research and portfolio management. Transitioning from litigation consulting to investment management, he previously served as a portfolio manager at Baker Ellis Asset Management. A University of Oregon graduate with an MBA, CPA, and CFA, Jack is a high-level amateur golfer who finds joy in family time and staying updated on investment research.

Icon-linkedin-1

william snow

founding partner

Icon-linkedin-1

philip bagdade, cfa

founding partner

Co-founder of Blue River Capital Management, Philip blends his decade of expertise from Baker Ellis Asset Management with a Chartered Financial Analyst designation. His financial journey began at the University of Arizona, competing in golf while studying finance. Off duty, he’s engaged in golf, skiing, and serves on the Board of Directors for the First Tee of Greater Portland. His wide-ranging interests encompass cooking, reading, travel (especially to Sweden), curling, and quality time with fiancé Jess and their dachshund, Milo.