The Washington Exodus Begins: Where Should Your Family Go?

When I was young in the business, one of my favorite clients was a retired salesman named Arthur. Together, we built a long-term financial plan to determine how much growth his assets needed and how much risk made sense for his goals. From there, we designed his investment strategy. Arthur’s sales motto was simple: “Make [...]

Establishing a good habit is like running a program in the background; once it’s set, you can rely on it without having to think much about it. Consider those habits that save you the most time and energy: dropping your keys in the same place every day so you know exactly where they are, setting [...]

What’s in this article: Tax loss harvesting with direct indexing Tax-aware long-short strategies Pledged asset lines (PALs) and home equity lines of credit (HELOCs) Step-up in basis Donor-advised funds (DAF) Section 1202 and QSBS Relocation and Residency Real Estate Advanced Deferral and Reinvestment The sale of a business, real estate property, or other highly appreciated [...]