December 10, 2018

I found the chart below (from Ned Davis Research NDR.com) to be fascinating. It is a chart that only a financial nerd would love but I’ll explain more.

August 1, 2018

It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”