by Dave McDougall | Feb 8, 2024 | Retirement, Estate Planning, Investing, Portfolio, Wealth Management
Big tax changes are on the horizon for 2024 and the years ahead. From updated contribution limits, to changing tax credits—including new rules around Electric Vehicle (EV) and solar benefits—here are some of the most notable changes that may impact your tax bill next...
by Dave McDougall | Dec 13, 2023 | Investing, Portfolio, Wealth Management
When it comes to managing your investment portfolio, traditionally, investors have had two options: Partner with a financial advisor, or build and manage your own investment strategy. But these days, a third option is gaining traction. One that fits somewhere in the...
by Dave McDougall | Oct 3, 2023 | Wealth Management
Wealth management and financial advising are two terms we often see used interchangeably. And for good reason—both financial professionals can help high net worth individuals and families reach their financial goals. But there are a handful of key differences between...
by Dave McDougall | Aug 31, 2023 | Wealth Management
When it comes to comparing financial advisor fees, you may be wondering why different financial advisors charge widely different fee structures for their planning and investment advisory services. Over the course of your partnership, these fees and costs add...
by Dave McDougall | Aug 1, 2023 | Estate Planning
At first glance, estate planning can seem like a long, complex, drawn-out process full of daunting decisions. And when you’re happy, healthy, and looking forward to the years to come, your end-of-life plan is probably the last thing you want to talk about with your...
