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.
As a business owner or executive, you know that a well-qualified, experienced CFO is one of the most valuable assets in your organization.
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%.
Have you seen an article about converting your IRA to a Roth IRA? Many financial companies are running ads encouraging people to “convert”, hoping to cash in on the big “opportunity”.
If you are one of the many who take on the challenge of spring cleaning, you are probably at or near the end of that arduous process; after all, summer is only a month away.
A note to our clients regarding recent portfolio rebalance (June 9, 2014)
This is a question we are frequently asked.