White Papers

At The Monitor Group, we continually improve upon our processes and industry knowledge to serve our clients using the most current wealth advisory practices. Because communication with our clients is a high priority, we create authoritative reports explaining our positions on various industry issues. You can access our most recent white papers by clicking one of the links below.

LLC, SUB-S or Partnership: Which Entity Is Right For You?

Many highly talented individuals leave a rewarding career and make the transition from employee to self-employed business owner. This life change initiates a cascade of business and tax decisions which are critical to the operation of their new life.

This paper will examine the advantages and disadvantages of various business entity structures available to you, the business owner. There will be tax and non-tax issues. You want to accommodate current needs, but you must also keep an eye on the future. And, unfortunately (or not) there is no simple answer, no “one size fits all.” Your decision will be unique to your business

Evidence Based Investing

Science has led to tremendous advances in areas from lifesaving medical breakthroughs to instantaneous communication. However, in the past, science has provided little influence on investing. Instead of keeping pace with advancements in modern portfolio theory and historical and statistical evidence, investors and money managers have relied on conventional wisdom and flawed assumptions. How can investors sort through the vast amount of available data to maximize after-tax return and minimize risk? This paper provides a framework called Evidence-Based Investing that offers investors optimal outcomes based on compelling scientific evidence.

Capital Risk Reduction and New Portfolio Tools

This discussion is about capital risk reduction and preservation, and new portfolio tools we are introducing in selected portfolios.

Fiduciary Matters

In a world rife with scandals and questionable ethics, knowing where to place your trust can be difficult to discern. This paper offers guidelines while educating you about investment professionals who hold themselves to one of the highest standards of trust in the industry: that of a fiduciary.

Investment Evolution

Significant changes in the design and management of investment portfolios provide reduced costs, an increased in net returns, and lower portfolio volatility.

How To Find A Good Investment and Financial Advisor

This "travel guide" to the investment jungle will give you direction in your search for an advisor.

Real Estate: A Tax and Investment Critique

Is Real Estate the best way to make a lot of money?