Category: Taxes

In October we examined how the outcome of November’s Presidential Election might impact future stock market returns in the United States. If you will recall from

Next year will mark the 30-year anniversary of one of the most popular movies from the ’90s, Forrest Gump. Of all the memorable moments in that movie, one phrase seems to be quoted most often: “Life is like a box of chocolates, you never know what you’re going to get.” We can all relate to that expression because life often plays out differently than expected, as new doors open and experiences lead us down different paths. That’s exactly how I found my way into a career as a financial planner and wealth manager.

It wasn’t exactly Christmas in July, but investors got an early present from Uncle Sam in July when the Treasury Department and the IRS changed