Thwarting the Taxman

Taxes – even one of the greatest rock and roll bands of all time couldn’t help but address this thorny issue head on!  It’s funny, but one of the most generally worn maxims in investing is that you must take risk to earn returns. 

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Successful Portfolio Structure

Designing successful investment portfolios is not a cookie-cutter exercise for mass production.  It requires a full understanding of one's goals, time horizon and a full perspective on their personal balance sheet and cash flow statement. 

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David WebbMike Giefer