Early in the new year is a good time to gather financial information in order to prepare your prior-year tax return. You and your tax advisor will be looking at your sources of income, capital gains and losses, and other financial information for the prior year. A review of your investment portfolio may reveal strategies […]
Some of my wealth management clients like to collect art. Well, one of the hottest trends currently in the art world is photographic art. Watch the morning shows and flip through the pages of any shelter magazine to see examples of arresting imagery of streetscapes, landscapes, portraits and photos of pets. Energy: “Photo art brings […]
Successful investing is largely about having a good plan and then giving the markets time to play out. Focus: Your investment plan will evolve from one of growing your asset base to one of producing income for you – income for life. Plan: This kind of reliable income stream is something you will need to […]
If you’re not already a client of LB Asset Strategies, Inc., and are considering using an independent wealth manager, here are 5 factors to consider: 1. Your expectations: Be honest about your financial health and your service expectations. Choose a firm that seems poised to satisfy your needs. 2. Your values: Your dreams are real. […]