The Importance of Tax Planning
Over the past several years, integrating tax planning into our investment and financial planning process has become a cornerstone of our practice, especially for our more complex cases. Each year, we strive to obtain copies of our clients’ tax returns and input the details into our advanced tax planning software to uncover opportunities and avoid […]
Don’t Let Your Finances Be a Caricature
Wendy and I visit an arts festival in Blue Ridge, Georgia each Memorial Day weekend. We enjoy visiting the festival’s vendors and then walking through the different shops of the downtown. Downtown Blue Ridge is charming. One of the stands featured a caricature artist. We passed by once, and then again. We agreed it would […]
The Benefits of Diversification
During times of US stock market declines and high economic uncertainty, there is no more valuable tool than good diversification. Diversification entails having a mix of different investments that include US stocks but also include several different investments outside of the US stock market. Many of these other investments can perform well when US […]
