Shomari Hearn explains why long-term investors don’t need to worry about high-frequency trading.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
Rebecca Pavese in The New York Times
Rebecca Pavese encourages taking proactive steps if you think your tax return will not be ready by April 15.
Ben Sullivan in Newsday
Ben Sullivan helps determine whether dependents should file a tax return as a dependent.
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Shomari Hearn in Physician’s Money Digest
Shomari Hearn describes a variety of income tax strategies for the short and long term.
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Melinda Kibler in Forbes
Melinda Kibler offers advice for starting over after getting off on the wrong foot financially.
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Paul Jacobs in Financial Planning
Paul Jacobs discusses the potential risks and rewards of investing in private placements.
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Melinda Kibler in Minyanville
Melinda Kibler reminds taxpayers of the multiple benefits of investing income tax refunds in retirement accounts.
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David Walters in Money
David Walters answers a question about the tax consequences of selling a stock position over two years.
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Paul Jacobs in The Wall Street Journal
Paul Jacobs reminds investors that the gap between an artwork’s value to its owner and to others – including the IRS – can lead to trouble in estate planning.
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Paul Jacobs in Reuters
Paul Jacobs cautions that following Warren Buffet’s latest advice may leave many investors underexposed to foreign equities.
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