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  •  Tel: 415-513-5257
  •  Fax: 415-738-2310
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Our mission is to preserve and grow client wealth.

Our customized investment portfolios seek to generate substantial income and to compound that income
at attractive rates over time by investing mostly in high dividend-yielding equities.

Design client portfolios

We believe that a portfolio consisting of individual stocks and bonds offer our clients the most transparent, low-cost and effective way of delivering investment returns. An individually designed investment portfolio offers flexibility in meeting your objectives, accommodating risk tolerances, unique tax situations, and satisfying income requirements.

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Get a second opinion from a Portfolio Manager with over 15 years of institutional investment management experience. We are very committed to making sure that investors have a clear understanding of their investment holdings and their associated costs and risks.

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qualified dividends tax reform 2017

Tax Reform 2017 Major Changes

Submitted by Luna Capital Management, LLC on January 5th, 2018

The New 2017 Tax Reform Bill

Perspectives from Kim Woo of Luna Capital Management.

Tags:
  • Investment Implication Tax Reform 2017
  • qualified dividends tax reform 2017
  • Read more

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1799 Bayshore Highway, Suite 128A
Burlingame, California
94010 United States

  •  Tel: 415-513-5257
  •  Fax: 415-738-2310
  •  

Disclosure

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Luna Capital Management, LLC  (“RIA Firm”) is a registered investment adviser located in Burlingame, CA. Luna Capital Management, LLC  is a registered investment adviser in the State of California and Texas. Luna Capital Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Luna Capital Management, LLC website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Luna Capital Management, LLC website on the Internet should not be construed by any consumer and/or prospective client as Luna Capital Management’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Luna Capital Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Luna Capital Management, LLC, please contact the state securities regulators for those states in which Luna Capital Management, LLC maintains a registration filing. A copy of Luna Capital Management, LLC current written disclosure statement discussing Luna Capital Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Luna Capital Management, LLC upon written request. Luna Capital Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Luna Capital Management, LLC website or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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