If you could protect your investment portfolio from incurring a loss, would you? Of course, we all would, much like we’d purchase insurance on “the goose that laid the golden eggs” if we owned it. Now, what if that investment portfolio was you? The years and hard work you put into becoming a doctor may […]

When I meet with ultra-affluent clients and/or their advisors, at the very top of their list of concerns is tax-reduction planning. This has always been the case but seems now to be of greater urgency as clients begin to consider the mountain of national debt that has no visible ceiling, and equally recognize the need […]