Topics
Topic:
Wealth Management and Financial Advisors
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Market Timing: A Fool’s Game
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! — Markets don’t care about what you need. The Trujillos visited me a few months after the technology market crashed in 2002. They were a lovely couple—both in their mid-seventies—Mr. Trujillo was dapper in his tailored blue blazer,…
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Tax Planning in March & April
Planning opportunities are present at all times, but March and April’s natural focus on taxes gives you a chance to identify opportunities and potential issues with your tax returns. Reviewing tax returns is daunting and difficult given the many state and federal complexities and often changing rules, not to mention the fact most individuals lack…
