Taxpayers in the upper income brackets are discovering that finding alternatives for tax relief may be a little…
A Quick Look at Bond Yield
What is bond yield? This may be the most commonly asked, and often the only asked, question posed…
Understanding Bond Markets: What they mean for typical investors
Investing in bonds is different from investing in stocks. Stocks represent ownership in a company. This ownership is…
Just the Facts – Four Essential Components of Smart Estate Planning: An Interview with Lou Harrison
During these uncertain times, there remains a degree of uncertainty on what the future holds for everyone. Unfortunately,…
A Refresher Course on Bonds
When it comes to investing, you can be either an owner or a lender. If you own stock…
IRS Makes 2021 IRA Cost-of-Living-Adjustments
Understanding the income ranges and contribution limits for next year. Tax law places limits on the dollar amount…
6 Questions You Should Ask Your Financial Adviser in 2021
By: Vivaldi Wealth Advisers Brian Quinn & Ilya Zlotnik The beginning of a new year is the perfect…
2020 CARES Act RMD Waiver
In response to the COVID-19 pandemic and volatile economic climate, legislation was recently passed to waive 2020 Required…
Special Note: Coronavirus Impact Part Two
Business Continuity Amidst these unprecedented times, our primary focus is to deliver our clients the same wealth management…