In this webinar/podcast Trevor reflects on the past 12 months with Exit Advisors while also evaluating the present and near term outlook for the future. He also goes through his own personal investing strategy with a specific emphasis on diversification and why everyone should own real estate.
As you look into tax-saving options for your investments, you should have your financial advisor work with your tax advisor so they can give you more personalized advice about your financial goals. But there are some things you can do at the end of the year that could save you money on your taxes. Here […]
People spend a great deal of time worrying about the election event though no one knows what’s going to happen or who is going to win. When it comes to election years, uncertainty seems to come with the territory. But there are some things you can do to keep your finances in order, even during these chaotic times.