Archive for March 2019

If you are fortunate enough to own property or investments that have appreciated significantly, the federal, and perhaps your state, government is patiently waiting to tax your profits when you…

The hot word these days in the world of investing is “fiduciary.” In noun form, fiduciary is a person or organization that owes to another the duties of good faith…

When Congress passed the Tax Cuts and Jobs Act at the end of 2017, it created new lower tax brackets for U.S. taxpayers. However, the law included a sunset provision…

Many large financial services firms struggle with providing financial advice to their thousands — and, in some cases, millions — of customers. It can be nearly impossible to provide personalized…