Long-Term Relationship Goals: The Basics of Capital Gains

This blog is the first of a three-part series addressing tax considerations within a portfolio, starting with the concept of capital gains on investments. 

Ch-ch-ch-changes (to the tax code): Will we lose the Backdoor Roth IRA and Mega Backdoor Roth IRA in 2022?

Roth IRAs are a favorite account among financial advisors and investors nationwide. Contributions are taxed in the year they are made, meaning that any gains realized are tax-free when distribution time rolls around. 

Differences in account fee structure: Brokerage vs. Advisory Accounts

There is no shortage of opinions on account options for your investments, and there are many things to
take into consideration when deciding which type of account is right for you.