Tag Archives | relationship management

2012 American Taxpayer Relief Act

Executive Summary On New Year’s Day 2013, Congress passed a far-reaching new law intended to avert the so-called fiscal cliff. The American Taxpayer Relief Act, signed into law by President Obama on January 2, 2013, impacts every taxpayer. Not only does the new law make permanent reduced income tax rates for most taxpayers, it extends […]

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My Excellent Adventure…

I recently had the honor of being invited to speak at a The Raymond James Investment Conference in London and the Science of Investing Conference In Dusseldorf. At both conferences, I had the opportunity to share my experiences as an investment advisor over the last 28 years. The trip was one of the best experiences […]

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Taking a Comprehensive Approach to Your Financial Life

Money means different things to different people. Each of us has different dreams. You may want to achieve financial freedom, provide seed capital or a top-flight college education for your children or grandchildren, have a vacation home on the beach or in the mountains, or leave behind an enduring legacy that will allow you favorite […]

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