Most Attractive Degrees in 2017

Most Attractive Degrees in 2017 Are you preparing to enter college at some point this year? If so, then you’re likely trying to determine what course of study you should take or what type of degree to pursue. Or, perhaps you’re just about ready to finish up your university studies and you’re wondering what the…

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Top Stock Market Trends for 2017

Top Stock Market Trends for 2017

Top Stock Market Trends for 2017 Now that President Trump is in office and his policies are beginning to take place, the stock market should continue to be as steady and predictable as the Golden State Warriors, right? All kidding aside, the world is a volatile place, including our own country where daily protests make…

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Top Tips for Planning a Successful Retirement

Top Tips for Planning a Successful Retirement

Top Tips for Planning a Successful Retirement Whether you already have one foot out the door, or you’re just starting your career, everyone should take the time to consider his or her retirement plan. It used to be that retirement was something you thought about when you turned 55, or maybe 45 at the earliest.…

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Does Investing in Art Pay Off?

investing; art

Many high-net-worth individuals have a strong interest in investing outside of the usual stock market. There are all kinds of things people can invest in, including luxury cars, real estate, horses, jewelry and of course artwork. The artwork is one of the most common collection items that the wealthy invest in and many high-net-worth individuals…

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How The New Tax Law Directly Benefits Families

Tax Law

How The New Tax Law Directly Benefits Families Since December 22, 2017 there has been a flurry of news articles all talking about the same thing. Taxes. Well, rather the new tax law that just signed, the Tax Cuts and Jobs Act (TCJA). One of the biggest winners of this new law is American families,…

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How to Minimize Investment Taxes

Why Are Taxpayers Leaving Behind Billions of Dollars at Tax Time?; taxes

How to Minimize Investment Taxes As an investor, your first priorities should be 1) to develop an asset allocation strategy that aligns with your investment objectives and risk profile, and 2) to select quality securities that support that strategy. Only after that’s done should you turn your attention to taxes and identify opportunities to improve…

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Should You Hire a Tax Advisor?

Should You Hire a Tax Advisor?

Should You Hire a Tax Advisor? Many high net worth individuals use a tax advisor to help them manage their wealth. So, what exactly is a tax advisor? And do you need one? First off, tax advisors work to help people reduce their taxes to the lowest possible amount. Many certified public accountants are also…

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How Much of the Latest Tax Cuts Are Going to the Wealthy?

tax cuts

How Much of the Latest Tax Cuts Are Going to the Wealthy? The tax cuts are in and the jury is…well…still out. That’s because it all depends on who you ask. In this case, according to the latest report from the Institute on Taxation and Economic and Policy(ITEP), an organization that leans left, the rich…

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Don’t Underestimate Listening as a Leadership Tool

Don’t Underestimate Listening as a Leadership Tool

Listening as a Leadership Tool Are you a good listener? If you’re a leader and you haven’t mastered the skill of listening, then chances are your leadership skills need some improvement. One of the key components to becoming a great leader is being able to build trust. If people don’t trust you they won’t follow…

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Use These Tips to Save for Retirement

Use These Tips to Save for Retirement

Use These Tips to Save for Retirement Everyone has retirement dreams. But dreams are not reality. The reality is if you want your retirement dreams to come true you have to be intentional about them. That means you have to plan for retirement. It means you need to start saving, now. So what’s the best…

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