Category: Financial Planning

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 complex this past year, and it was definitely a good excuse to relax, and indulge in a deliciously crisp glass of wine (or two). Even […]

Presidential Candidates and Tax Reform Policies

The soap opera of the 58th quadrennial U.S. presidential election is nearing an end (I hope), and on November 8th we will be casting our votes for the next commander and chief. Though this election cycle has been somewhat entertaining, I’ll spare adding to the drama and try to add a little substance to your […]