Wealth Planning Quarterly

The third quarter of 2015 gave us many opportunities to add value for our clients. One of the biggest ways we were able to offer help was through tax loss harvesting. This strategy involves selling one holding, realizing a loss for tax purposes... Read More

Financial professionals generally describe any decline of 10% or more from a previous peak as a “correction,” although it is unclear what investors should do with this information. Should they seek to protect themselves from further declines by selling, or should they consider... Read More

Many strategies exist to help you maximize Social Security income, depending upon your family situation and stage of life. This article touches upon just three strategies that can be worth hundreds of thousands of dollars to many people. ... Read More