Harvesting Capital Gains vs. Roth Conversions

Harvesting Capital Gains vs. Roth Conversions

Typically, financial advisors recommend deferring income to a later date as a strategy to mitigate taxes. However, this is only effective when current income levels are higher than expected future income levels. The reality is that some people are in the other camp, where future income levels will be higher than current ones. Especially when […]

Donating Appreciated Stock

Donating Appreciated Stock

I wanted to blog about this topic because of a recent discussion I had with one of our clients. The client wished to make a large donation to a charitable organization. After speaking with the charity and doing some research they had the idea that a Charitable Remainder Annuity trust may be the best way […]

How can you reduce risk in this volatile market?

It’s no secret that the last few weeks have been like a roller-coaster for the stock market. In fact, 8 of the last 13 trading days for the S&P 500 have seen at least a 1% move in either direction including two days of almost 3% drops. Times like this can weigh on investor’s minds […]