YDF's Blog

Closing the Gap Between Taxes and Investments

Closing the Gap Between Taxes and Investments

One of the head-scratching observations I made during my former career as an investment consultant to leading financial advisors is how few advisors ask for their clients’ tax returns to use as the basis for their planning. 

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Alternative Investments: The Time to Hedge May Be Now

Alternative Investments: The Time to Hedge May Be Now

It’s been a decade since the collapse of Lehman Brothers and the “Great Recession” of 2008.  Today, the stock market keeps notching new highs, consumer confidence is at an all-time high, unemployment is around an all-time low, and Uber drivers are touting marijuana stocks instead of that “Bitcoin thing.”

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