By: Matt Garrott By: Dan Shomper Asset allocation may account for the majority of an investment portfolio’s returns, and we are big believers in indexing in certain asset classes, but that doesn’t mean that money manager selection is an afterthought. There are too many options available to simply throw a dart [...]
The end of 2024 is quickly approaching, which means it’s time to start preparing for the upcoming tax season. Tax-loss harvesting is an approach you can implement before year-end that may help lower your tax liability and save money in the long run. Wealth Manager Brian Tullio recently shared his thoughts on tax-loss harvesting with [...]
By: Matt Garrott I started writing this commentary before the election, but held onto it since it will live most of its useful life (about 30 days until our next commentary) post-election. Not that I was going to make any predictions, but I expected to garner a few examples for my main point: [...]
