Recent Articles
I believe tax drag is real. I believe tax drag can cause losses in client portfolios. Thus, I believe advisors need to...
If you’ve turned on the news lately (or read the paper… or looked at social media… or talked to practically anyone),...
The world of financial advice is filled with different business models. But whether you’re a fee-only advisor, a...
Tax Risk. Legislative Risk. What the heck is the difference? As things stay hot in Washington, I’m getting asked this...