In: Taxes
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.
Latest posts by W. Devin Wolf, CFP® (see all)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
With tax season in full effect, many people are feeling the impact of Tax Reform 2018 for the first time. Therefore,…
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Latest posts by James Twining (see all)
- Stock Market Performance: A Case for Diversified Portfolios - September 9, 2019
- Getting to the Point of a Point - March 27, 2019
- Let the Dogs Bark - March 8, 2019
With all the buzz surrounding the recent increase in U.S. tariffs, a discussion regarding the nature of tariffs is timely. We…
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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.
Latest posts by W. Devin Wolf, CFP® (see all)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…
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