Posts Tagged: 401K
Is That Really Your Money?
When you look at your monthly brokerage statement, you see the values and what has happened in your account over the last 30 days. It’s pretty simple math: “You started there, you finished here, and what happened to cause the changes—dividends (increase), market gains (increase), market decl...READ MORE
Taxes & the Hidden Alpha
I am of the opinion that every wealth management firm should have someone with a strong tax background – very strong! Like having a CPA or Masters of Science in Taxation (MST). Why is tax expertise so important? Our client work is quite fluid and virtually every action we take has tax conse...READ MORE