The Election & Your Taxes

By |2020-10-09T20:26:36+00:00October 9th, 2020|Categories: Single Point of View, Tax Planning|Tags: , , |

This week in our continuing series on the impact of the election we tackle income taxes.  If you missed last week on investments you can check it out here. Below is a chart showing the top marginal tax brackets since 1913.  What stands out (beyond the fact that the top marginal tax bracket in the [...]

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Should I change my portfolio before the election?

By |2020-07-30T18:36:08+00:00July 30th, 2020|Categories: Investment Planning, Single Point of View|Tags: , |

One of the most common questions we are getting these days, no matter what your political leanings are, is about the impact of the upcoming Presidential Election on portfolios. Rene gives his words of wisdom on the subject with a little bit of history for context. We're not in the business of making short term [...]

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