Donald Trump’s 2016 Tax Return Summary
GET STARTED TODAY Donald Trump’s 2016 Tax Return Summary As someone who closely follows politics without affiliating with any particular party, I've been asked by clients about my perspective on…
Year- End Tax Planning Strategies
GET STARTED TODAY Year- End Planning Strategies As we approach the end of 2023, with tax season rearing its ugly head around the corner, it's a great time to consider…
Last Week’s Market Recap – 11/13 – 11/17
GET STARTED TODAY Market open (Monday, November 13th)- Dow Jones- 34,253.51 S&P 500- 4,397.97 NASDAQ- 13,706.49 Market Close (Friday, November 17th)- Dow Jones- 34,947.28 S&P 500- 4,514.02 NASDAQ- 14,125.48 Last…
6 Questions You Should Be Asking When Hiring a New Financial Planner
The role of a financial planner is to help you and your family figure out how to best save earnings, retain value, grow holdings and meet long-term financial goals. Planners…
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