Horizon Wealth Insights

Image of Logan Smith
  • 11 min read

Long-Short Investment Strategy: A Market-Based Tax Mitigation Solution to Offset Capital Gains

Turning a One-Time Liquidity Event Into a Smarter, Tax-Efficient Investment Opportunity When you sell an illiquid asset such as a business or real estate holding, you often must sell the ent...

Long-Short Investment Strategy: A Market-Based Tax Mitigation Solution to Offset Capital Gains

Turning a One-Time Liquidity Event Into a Smarter, Tax-Efficient Investment Opportunity When you sell an illiquid asset such as a business or real estate holding, you often must sell the ent...

11 min read

Logan Smith

Wealth Advisor, Logan Smith is from a small town on the Colorado plains, Logan learned firsthand the challenges of rural economic life. His upbringing instilled in him a deep appreciation for hard work and a drive to help others achieve financial security. This passion led him to become a financial advisor, dedicated to assisting individuals attain their financial freedom. With over a decade of experience in financial planning, he has had the privilege of working with clients in all walks of life and training other advisors to excel in their roles. Before joining Horizon, he served as a Branch Manager and Financial Advisor at Raymond James and an Investment Consultant at Charles Schwab. These roles have equipped him with a wealth of knowledge and expertise to guide his clients effectively. His approach to financial planning centers on creating a clear, focused process that turns aspirations into achievable goals. This clarity brings peace of mind to his clients, allowing them to rest easy knowing that their dreams are within reach. When not working, you might find him exploring trails or immersed in a woodworking project, enjoying the satisfaction of creating something tangible and lasting.

Blog Posts by “Logan Smith”

Image of Logan Smith
  • 11 min read

Long-Short Investment Strategy: A Market-Based Tax Mitigation Solution to Offset Capital Gains

Turning a One-Time Liquidity Event Into a Smarter, Tax-Efficient Investment Opportunity Wh...

11 min read