Women make up a large percentage of our clients. Like any client, they come from varying situations and with different needs.
Attorneys, CPAs, architects and physicians are among the “professional service providers” of our affluent clients.
Qualified dividends are taxed at the favorable long-term capital gains tax rather than your higher, ordinary-income tax rate. Interest income is generally taxed at ordinary-income rates, which are now as high as 39.6%.
A note to our clients regarding recent portfolio rebalance (June 9, 2014)
This is a question we are frequently asked.