Blog

In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment management tools, you may wonder whether you still need a living, breathing financial advisor.

Here are a few tips for saving on taxes for your rental properties. Did you know that the Tax Cuts and Jobs Act created a 20% tax deduction possibility? A new "Safe Harbor" has also been made for Section 199A rental properties. If you've wondered how to handle multiple rental activities and the 199A deduction, you'll find information on that here, as well.

If you would like to make a substantial tax-deductible charitable donation this year, but have the ability to spread the actual distribution of funds to specific charities over a number of years, a donor-advised fund (DAF) may fill that need.

There are many reasons to engage the services of a financial advisor.

Some investors don’t understand the complexities and the array of choices, and they would prefer to have an expert deal with it for them. That’s understandable.

Are your investments liquid or illiquid? When a holding is liquid, it simply means you can sell it anytime the market in which it trades is open for business, without losing your proverbial shirt in the exchange. If it’s illiquid, you cannot sell it, at least not for anything near what it’s worth.

Degrees of Liquidity

We all want what is best for our children. At an early age, we teach them to eat the right foods, we place them in the best preschools, we encourage them in grade school and high school, and we cheer them on when they excel in extracurricular activities.

Put another way, we want our children to succeed in all aspects of life.

“I have found that the importance of having an investment philosophy — one that is robust and that you can stick with — cannot be overstated.”

— David Booth

Are you ready to become a better investor? Would you like to enhance your understanding of the most important principles that drive the creation of wealth, without it hurting a bit? In this approachable report, we’ll introduce you to three essentials on how to invest with greater confidence, with evidence instead of emotion guiding your way.

Here are a few tips for saving on taxes in your business. Did you know that you can take the home-office deduction, even if you spend more time at a separate location? You may also want to be aware of the survival of the Employee Recreation and Parties tax code through TCJA Tax Reform and how to claim the most benefit.

Another quarter has come and gone; a tick of the second hand in your lifelong financial journey.