Year: 2008

Year-End Tax Planning Reminder

To our clients and friends: With the holidays upon us, we wanted to remind you of a few important year-end tax planning tips. Call us for other ideas that might pertain to your specific situation: Capital Losses: Most investment portfolios unfortunately are loaded with losses due to our current... Read more

Current Financial Crisis

To Our Clients and Friends, The recent credit crisis is just a reminder of the importance and benefits of having a sound strategy that you can use to navigate through turbulent times. Don’t hesitate to contact us for objective guidance in helping you make intelligent financial decisions for the... Read more