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Year End Planning: Part 2, Asset Location Basics

Most people have been told “asset allocation” – the mix of different asset classes, such as stocks, bonds, and cash – is one of the most important tenets of portfolio management. In our opinion, this is true. But many people are not as familiar with the concept of “asset location” – where these different types [...]

By | 2017-06-02T17:58:54+00:00 November 25th, 2014|Financial Planning|

Year End Planning: Part 1, Tax Tips

Taxes may be one of the largest expenses an individual or family faces throughout the year. But with some planning, you can potentially owe less to the IRS and increase your overall financial health. As always, please consult a tax advisor for more information. 1. Consider annual gifting for estates exceeding or expected to exceed [...]

By | 2017-06-02T17:58:54+00:00 November 18th, 2014|Financial Planning|