Lagniappe December 2019

Lagniappe December 2019

Just a little bit extra as we approach the end of 2019 Trusted Contacts Our industry has always placed an emphasis on protecting the interests of clients who are the target of fraudsters, especially the elderly who are more prone to such attacks.  To help in this...
Tax Efficiency in Investing

Tax Efficiency in Investing

“…but in this world, nothing can be said to be certain, except death and taxes.” ― Benjamin Franklin In our approach to investing, the “tax tail” does not wag the “investment dog”, meaning that we begin our approach to investing with our philosophy (applying...