by Vance Barse | Oct 12, 2018 | Blog, Tax
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. Ostensibly, it’s because advisors...
by Vance Barse | Oct 4, 2018 | Alternative Investments, Blog, Investing
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...
