Reducing Investment Taxes
Do you have cash or investment funds that you do not need during your lifetime, and where you would like to maximize the investment return by eliminating taxes?
Key Steps To Weather A Market Downturn
Worried about the current market high? Unsure what to do? Follow our disciplined process to make sure you are ’ready for whatever the market brings'...
Heading Into Peak Harvesting Season
As we look ahead at the fourth quarter and year-end, we see the extended tax 2020 deadline (October 15th) approaching and our shortening timeline to make strategic tax moves for 2021.
The Delta Covid Variant and The Economic Recovery
Data in August shows that U.S. consumer confidence is at its lowest since 2011 amidst the rise in Covid cases nationally. How might this surge in cases impact the current economic recovery?
Why The Markets Often Cheer Bad News
According to the U.S. Bureau of Labor Statistics last week, the U.S. economy only gained 235,000 jobs in August, well short of the 733,000 estimated jobs. It seems the Delta Variant is causing a pause in hiring.
What’s Your Asset Allocation?
Most entrepreneurs don’t know their asset allocation. It’s one of the first things we help calculate when we bring on a new client. Why is this so important?