April 19, 2017
The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.
Ursula Auger, CFA, CFP(R)
December 23, 2016
It’s that time of the year to take a good look at your investment portfolio and evaluate what went right and what went wrong during the past twelve months. If you’re like most investors, you will have both winners and