Tax Planning

With Fed rate increases over the last 18 months, we now have a whole slew of fixed income investments that offer very attractive yields. Interest rates were so low for so long that many investors forgot that the interest from fixed income investments is generally […]

Throughout my career, I’ve frequently encountered clients asking the elusive question: “Isn’t there somewhere I can get a 5% return with no risk?” Unfortunately, for the longest time, the answer had always been a disappointing “no.” With persistently low interest rates, the opportunity for substantial […]

As many clients know, my girlfriend is in the medical industry. The other day we were having a conversation about treatment & prevention of skin ailments. While treatment must occur for existing ailments, taking preventative action to avoid future illness can save a patient tremendous […]