In: Taxes

15 OctThe Nature of American Tariffs


Latest posts by James Twining (see all)

With all the buzz surrounding the recent increase in U.S. tariffs, a discussion regarding the nature of tariffs is timely. We…

Read More
The Capitol, Washington DC-min

11 Jan2018 Tax Reform Bill: How the New Tax Reform Will Affect You


W. Devin Wolf, CFP®

W. Devin Wolf, CFP®

Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
W. Devin Wolf, CFP®

Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…

Read More