tax management

Is an Opportunity Zone Fund Good for Tax Planning?

2020-12-21T15:24:23-08:00

Can I Defer and Lower My Taxes with a Qualified Opportunity Zone Fund? Recently, we learned that a Lebron James rookie card sold for $1,600,000! Assuming the owner paid $1 for the card, that’s a big windfall! But that could also be a large tax liability. Well, maybe not. Depending on the decisions of the [...]

Is an Opportunity Zone Fund Good for Tax Planning?2020-12-21T15:24:23-08:00

Classic Investing Mistakes

2016-12-14T17:06:21-08:00

Investing Mistakes - How many can you prevent yourself from making?  Year after year, in bull and bear markets, investors make some all-too-common blunders. They have been written about, talked about, and critiqued at some length – and yet they are still made. You can chalk them up to psychology, human nature, perhaps even a [...]

Classic Investing Mistakes2016-12-14T17:06:21-08:00
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