Capital Gains

Tax-loss harvesting, or selling investments such as stocks, bonds, and mutual funds that have lost value, can reduce the tax liability on capital gains realized from winning investments. You want to do this every year to keep your asset allocation in the same target that you want. For instance, if you target 65% in stock […]

Most Estate Plans Possess a Major Flaw-Why Your Family’s Future is at Significant Risk If you could look 50 years into the future and visualize a gathering of your family, what would you like to see going on and what would you like to hear them talking about? Most people say they would like to […]

HEALTH CARE CHANGES IN AMERICA Might this be the end of the debate? Most Definitely Not. The House approves the Senate bill. Not a single Republican voted for it, but 219 Democrats did – and by a vote of 219-212, the House of Representatives sent the Senate’s version of landmark healthcare legislation toward President Obama’s […]