A Great Opportunity for those Anticipating Large Capital Gains

An Opportunity to Help my Mother   My mother has been filing taxes on her own over the last few years. Even with my step-father passing away in 2020, she did not have many issues filing taxes until this year. In 2021, we were able to defer six months of the gains in her portfolio […]

Seeing Past the Headlines

RATES RISE AGAIN Ever since Jerome Powell took over as Chairman of the Federal Reserve, U.S. Markets have reacted shakily.  The day he took over on February 5th of this year, markets sold off dramatically and the markets suddenly changed from incredibly calm under Yellen to increadibly volatile under Powell.  Today our Federal Reserve Chair […]