The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Legal counsel should be consulted for specific advice or recommendations about any individual’s personal legal circumstances. Investment and financial planning advice offered through US Financial Advisors, a Registered Investment Advisor.
Market Update: November 2024
November 19, 2024
Recent Insights
Winning on Winter
The start of the year still feels fresh as most of the country is covered in snow, even the places that normally do not get it. When reflecting on my youth, when I think of snow, one thing that comes to mind is the endless weekends in the gym playing basketball. As it turns out,…
Integrated Tax Planning
Your CPA is your go-to resource for taxes—they know the ins and outs of deductions, credits, and keeping unnecessary taxes at bay. But even the most skilled CPA is looking at one piece of the puzzle: your annual tax obligations. Many of the potential clients we talk to have carried the responsibility of connecting their…
A Reminder that Flexibility is Important
In life, the ability to adapt and remain flexible in the face of unexpected challenges can make all the difference, as I was reminded just last week by the events surrounding the New England Patriots. This situation serves as a powerful reminder that no matter how carefully crafted a plan may be, the need for…
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