tax strategy

Asset Allocation Versus Asset Location?

When diversifying your portfolio, are you focusing on allocations in each individual account or are you looking at the bigger picture? Barry Glassman shares on CNBC a common mistake investors…

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How To Give Charitable Gifts – And Avoid Paying Tax – In 2018

This article was originally published on Forbes on February 12, 2018.   There was a ton of excitement about the new tax law passed at the end of 2017, especially in…

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