Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.
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Archives for June 2018
April Client Bulletin
Patience Is Prudent
The Tax Cuts and Jobs Act (TCJA) of 2017, passed at year end, has been called the most extensive tax legislation in more than 30 years. It’s certainly far reaching, covering individual income taxes, business income taxes, and estate taxes. The new law has many tax saving opportunities as well as possible pitfalls.
Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.
March Client Bulletin
Weighing the risks of bond funds
Most portfolio allocations call for a mix of stocks (equities) and bonds (fixed income). The underlying theory is that stocks may deliver substantial results over the long term, whereas bonds contribute interest income and lower volatility.
Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.