Daily Archives: July 15, 2017

Categories: Asset Management
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The Basics of Stocks and Bonds

The Basics of Stocks and Bonds. When meeting with new clients to work through the process of taking inventory of what they own, my primary concern is in seeking their knowledge and understanding of what they own and why they own it. Clients often speak in general terms about how […]

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Categories: Tax Management
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The Basics of Tax Language

The Basics of Tax Language. This certainly isn’t a subject most us, including myself, like to think about and certainly isn’t one that appears to be going away anytime soon. As wealth accumulates for future needs, the tax rates by federal and state governments will likely increase due to budgetary […]

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