Tax

Spring Cleaning For Your Financial Practice

By webteam | February 28, 2019 |

Ahhhh, spring. For many of us, the warmer weather is welcome after an exceptionally cold, gray and overly blah winter. As we throw open the windows, our thoughts turn to that common ritual of March and April: spring cleaning. While we typically think of spring cleaning for our physical environment, it’s also a good idea…

Asset Location Strategy Focuses On Improving After-Tax Returns

By webteam | October 26, 2018 |

A frequent topic of conversation during advisor / client meetings is that of asset allocation. Most investors are familiar with the basic principles of diversification and optimizing asset allocation will always be a major consideration in the pursuit of maximizing account returns. One topic that is just as important but less frequently discussed is asset…