Fiscal Cliff Dodged….For Now

“Fiscal Cliff Dodged.”  This is the type of headline seen on nearly every major news source on January 2nd.  Equity markets reacted favorably, rising well over 2% after the announcement that the [...]

Portfolio Tax Management

2007 was a volatile year for the growth components of our portfolios. Market volatility often provides unique tax savings opportunities and utilizing the tax code to your benefit is one of the [...]