
2019 Year End Tax Planning
As we come towards the end of 2019, we would like to take the time to ensure all of our readers are implementing the right strategies to reduce their tax bill or avoid penalties. As always, please consult with your

As we come towards the end of 2019, we would like to take the time to ensure all of our readers are implementing the right strategies to reduce their tax bill or avoid penalties. As always, please consult with your
"These are interesting and potentially volatile times that call for diversification, balance and patience in one’s portfolios."
Please click here to read my market commentary for 3Q26!
"That’s the lesson worth sitting with more than any single data point below: being rightfully defensive during Q1 did not help you during Q2. Markets can quickly move from one regime to the next and back again."
Please read my market commentary for 2Q26!
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