Tax Planning Strategies Before Year End
September 12, 2024  | By David Lowe

It’s almost the last quarter of 2024. Can you believe it? Now is an ideal time to review your tax planning with your financial advisor and tax preparer or CPA so you can implement appropriate strategies for 2024. If you…Read More

Dealing With The Dips
September 1, 2024  | By Kevin Smith

Employees get paid for doing work. Investors get paid for taking risk. Risk is the chance of losing value between the time of purchase and sale. We experience risk when the value of an asset falls while we own it….Read More