Tax Strategy and Efficiency – a Strategic Advantage for Clients
Tax changes are likely to be at play regardless of who wins the Presidency in November. It’s likely that higher taxes will be needed to reduce the Federal debt.
Staff Spotlight
We are excited to focus this month’s Staff Spotlight on summer intern, Adonis Farah. The team agrees that Adonis has been a wonderful addition to the organization.
Dreaming of a Retirement Vacation Home?
Nearly 50% of our clients live in or rent more than one home over the course of most years. Deciding to buy or rent a second (+) home is tougher than ever. For one, there are more options available and the cost to own and rent are increasing in the most desirable locations. We have listed out the Pros and Cons of several opportunities click below.
Disclosure
*Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment, investment strategy, or product. (Including the investments and/or investment strategies recommended or undertaken by Stephens Consulting, LLC. Doing business as Stephens Wealth Management Group (SWMG). Or any non-investment related content, made reference to directly or indirectly. In this material will be profitable, equal any corresponding indicated historical performance level(s). Be suitable for your portfolio or individual situation or prove successful.
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