Tax Planning

Take proactive steps to reduce the taxes you pay when it‘s time to file your return.

Investment Advisory

Know what you have. Know what you need. Then, map a plan for staying on course.

 

Investment Philosophy

IPOs: Profiles Are High. What About Returns?

Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time.

Investment Philosophy

The Randomness of Global Equity Returns

Investment opportunities exist all around the globe.Across more than 40 countries, there are over 15,000 publicly traded companies.

Investment Philosophy

The Uncommon Average

The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat.