President Trump’s Unlikely Victory and the Markets

With the election of Donald Trump as President, we expect a wild ride in the investment markets. Indeed, they are already turning sharply negative due to the uncertainties ahead (recalling that the markets hate uncertainty). Will the new President really build an expensive wall across our Southern border? Will he introduce legislation that will nullify the Affordable […]

Location, Location, Location! How Asset Placement Can Save You Taxes

Asset Placement is a popular discussion among financial planners (we’re a nerdy bunch). Asset Placement is determining what type of account (IRA, Roth IRA, trust, etc.) should hold what type of investment (bonds, US stocks, foreign stocks, real estate, etc.). If you ignore asset placement and you are agnostic as to tax consequences, you are probably paying[…..]