fbpx
U

End of Year Tax Planning

Hopefully everyone had a great Thanksgiving.  We certainly did and, as expected, ate way more that we should have!   With the end of the year quickly approaching, we thought we would share some planning strategies you may want to begin thinking about as we close down...

Best 529 College Savings Plans

For many parents out there, one of the biggest concerns is providing their children with a college education.  We have done shows in the past about the benefits of 529 savings plans and, in today’s show, we revisit this topic and update you guys on the best...

Back to Basics: The Power of Patience

We have all heard that patience is a virtue.  But did you know that you can actually get paid for being patient?  In today’s show, we share some data that reveals just what a plan and a little patience can do for your portfolio returns. We have developed a...

A Gross Misconception

Bill Gross is someone we respect greatly and we have been following his career for years.  He co-founded Pacific Investment Management and runs the world’s largest bond mutual fund, PIMCO Total Return.  He recently released an Investment Outlook piece, titled...

2nd Quarter Wrap-Up

The year is halfway over and it’s time for us to share our reflections of the year so far and what we are looking at going forward.  At the end of each quarter, we send quarterly reports to our clients accompanied by our commentary on the financial world.  Check...