READ OUR PUBLICATIONS
We send monthly newsletters to our clients, colleagues, and interested parties.
An Asset Manager Embraces Financial Planning
I have been investing other people’s money for over 36 years. As most of my clients are either saving for retirement or living off of their retirement savings and/or trust accounts, my overriding goal has been to build durable, income-producing portfolios that will enable my clients to live off of...
Chasing Good Companies, Not Yield
In the second quarter newsletter, we noted there were more than $10 trillion of negative-yielding bonds around the world. While U.S. Treasury bonds are not in that group, they are pretty close: the 10-year Treasury currently yields 1.6%, compared to an average of 6.5% over the past 50 years.
Primer on Individual Taxes
Tax planning to minimize tax liability and maximize after-tax returns starts with an understanding of Form 1040, the tax return filed annually by individual taxpayers. My goal in this article is to give the reader a “primer” on Form 1040 and the key considerations that will impact your tax...