As the year is quickly wrapping up, many people are looking for ways to make a difference while also maximizing their tax benefits. Year-end charitable giving is a powerful opportunity to both support causes you care about and potentially reduce your taxable income....

A portfolio review is an essential part of managing your financial growth and future goals. To ensure you get the most out of our meeting, you should prepare certain documents that give us a complete, accurate picture of your financial situation. Below is a checklist...