Tax Loss Harvesting: The Basics
After my wife and I submitted our income taxes this year, we sat down and uncorked a bottle of Roc’h Avel Clos De L’elu. Our taxes were a little more…
Investment Strategy
Sorry…You Can’t Beat the Index. Here’s Why:
Are you one of those investors who thinks you can beat (or even match) the performance of an index over an extended period of time? In reality, you can’t…ever. During…
The Fiduciary Rule For Advisors: What It Means For You
In 2016, the Department of Labor (DOL) issued new rules expanding the fiduciary standards of care to all advisors who manage clients’ retirement accounts. These new rules were designed to…
