by Ileana Bravo | Dec 15, 2016 | PensionQuote Blog
As another year winds down, it is again time to reach out to high-income clients to review how the wins and loss columns are stacking up as it relates to taxes. Q4 is when these big money clients sit down with money managers— financial advisors and...
by Ileana Bravo | Dec 1, 2016 | PensionQuote Blog
Most of us are probably feeling bruised, battered, and confused in the heat of battle of this unprecedented election, with two diametrically opposed candidates duking it out to become leader of the free world. We are scrambling to choose wisely and pick a president...