YEAR-END CHECKLIST FOR CLIENTS FOR TAX SEASON

by | Oct 16, 2017 | Blog, Blog1

To prepare for tax season, here are a few things you will need to keep in mind. Should any of these circumstances apply to you, please notify your advisor to discuss your account. Federal and State Voluntary Withholding – If you have had a change of address in 2017,...

Investor Information

by | Oct 12, 2017 | Blog, Blog1

Dear Valued Investor: During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events competing for our...