Monthly Archives: June 2017

$2.67 million lunch with Buffet

Bidding for Buffett Chances are you’ve never paid anybody to have lunch with you, but chances are you aren’t Warren Buffett either.  Every year, the Sage from Omaha hosts an auction, with the highest bidder getting to join Buffett for … Continue reading

Rate this:

Posted in Uncategorized | Leave a comment

Realized Capital Loss 101

Investors are always learning. One area that can be particularly challenging is gaining a better understanding of how our investments fold into the tax equation. One such scenario is when a portfolio realizes a capital loss, also called tax loss … Continue reading

Rate this:

Posted in Uncategorized | Leave a comment

Ask advisor for “fiduciary oath”

  Who’s On Your Side? Friday, June 9 quietly marked an historic day in the financial services world.  As of that date, all financial advisors are required to forego any sales agenda and give advice that would benefit their clients … Continue reading

Rate this:

Posted in Uncategorized | Leave a comment