Tag: Taxes

Year-End Tax-Planning Report: December 2016

As we near the end of 2016, there may be an opportunity to reduce your income taxes if you act before the end of the year.  The election of Mr. Trump will likely result in significant changes to the income tax code.

Trumped Up Market Moves

We are now two weeks past one of the most surprising election results in American political history. While there are certainly mixed feelings among various groups, everyone is asking the same important question: what does this mean for my portfolio?