Tax Efficiency, Current Events

Trump Tax Plan Revisited

This article is based on information released in April of 2017 concerning the Trump Administrations plans for tax reform. For analysis concerning information released in September 2017, click HERE.

Current Events, Major Financial Decisions

Fiduciary Advisors – What They Are and How to Find Them

If you have ventured outside of this blog to other areas of our website, you may have noticed constant references to the fact that we are fiduciary advisors. The reason we highlight this point is because advisors that truly act in a fiduciary capacity to their clients are far less common than they should be.