What’s Your Investment Minimum?

What’s Your Investment Minimum?

When it comes to the question, “what’s your investment minimum,” many advisors try to get cute when responding. On one hand, advisers don’t want to set too a high threshold. A high investment minimum may leave some folks left to interpret...
About Your Tax Refund

About Your Tax Refund

Is your tax refund smaller this year? Some folks are discovering their tax refund is smaller than last year, or smaller than expected. Or worse, they may owe money on taxes. “Where is the tax cut I was promised?” I discussed this recently in a thread on...