Prudent Perspective – Q4 2017
“Every moment of light and dark is a miracle”
– Walt Whitman.
2017 marked the first solar eclipse in the United States since 1979, perhaps a fitting...
Navigating Income Tax Consequences for Estates and Trusts
This blog was updated in February 2022 to reflect the most up to date income tax information for our readers.
There is a collective sigh of relief once tax...
Portfolio Diversification: Correlation Risk Management
Should you care about “correlation”? Absolutely! Understanding correlation will help you master portfolio diversification.
Let’s begin with diversification....
Fiduciary Account: How to Calculate Return on Investments
Note: This blog was updated for additional information in January 2022.
In 2009 when visiting North Carolina, we stayed with dear friends on Lake Norman....