Foundations of Investments: Understanding the Timelines of Your Investment Goals
There are a lot of questions that people want to ask about their finances and they often seek answers from their advisors. Some of the most common questions I hear relate to whether or not a client should invest in real estate or which stocks are performing better than average lately. When I hear these […]
Foundations of Investments: How Taxes Apply to Investments
Welcome back to my series of blogs on the foundations of investments. In our first blog, we talked about the importance of setting a timeline for the goals you need to save money for and which saving or investment plan is best for achieving those goals. What we didn’t talk about is how taxes affect […]
