Tax Planning
Take proactive steps to reduce the taxes you pay when it‘s time to file your return.
I believe fundamental honesty is the keystone of business.
Harvey Firestone, Businessman, founder of the Firestone Tire and Rubber Company
Investment Philosophy
The S&P 500 rose to the highest level since March 2022 early in the third quarter but rising global bond yields, fears of a rebound in inflation, and concerns about a future economic slowdown weighed on the major indices in August and September and the S&P 500 finished the third quarter with a modest loss.
Investment Philosophy
Stronger-than-expected corporate earnings and relatively drama-free resolution of the debt ceiling usher stable growth and falling inflation.
Investment Philosophy
Any stock can go to zero, no matter how established a company is, or how loyal and wealthy its customers are. Learn this important lesson: While many people think they know more than other investors, none of us knows more than the market.