Why did I get hit with capital gains? I didn’t sell my investment!
by Reginald A.T. Armstrong, CPWA® After years of not distributing capital gains to investors, most US focused managed investments have...
The Downside of Good Portfolio Diversification
by Reginald A.T. Armstrong, CPWA® One of the downsides of having a well-diversified portfolio is that you will always have “not enough”...
WealthProtect Status Update: December 2013
by Reginald A.T. Armstrong, CPWA® We email the status of our WealthProtect System* monthly and give the probability (Low, Mid, High) of a...
Business and Practice Owners: Important December 31st Deadline!
by Reginald A.T. Armstrong, CPWA® Just a quick reminder that Section 179 expensing rules change on January 1st. The maximum amount that...