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What is Tax Diversification?

Benjamin Franklin said that nothing is certain in life except death and taxes. But it was Will Rogers who added, “At least death doesn’t...

by Reginald A.T. Armstrong, CPWA® It always amazes me when some event happens—like the Ukraine—that it causes investors to dump stocks...

by Reginald A.T. Armstrong, CPWA® The Federal Reserve’s continued zero interest rate policy (ZIRP) that has been in effect from the time...

by Reginald A.T. Armstrong, CPWA® Happy New Year and may the Lord bless you in 2014! The Economy The economy appeared to strengthen...

by Reginald A.T. Armstrong, CPWA® We email the status of our WealthProtect System* monthly and give the probability (Low, Mid, High) of a...

by Reginald A.T. Armstrong, CPWA® If there is one topic that just about every financial planner covers it is the necessity for every...

by Reginald A.T. Armstrong, CPWA® This is probably the most common question I get from clients. Many are asking because they hope the...

by Reginald A.T. Armstrong, CPWA® We email the status of our WealthProtect System* monthly and give the probability (Low, Mid, High) of a...

by Reginald A.T. Armstrong, CPWA® After years of not distributing capital gains to investors, most US focused managed investments have...

by Reginald A.T. Armstrong, CPWA® One of the downsides of having a well-diversified portfolio is that you will always have “not enough”...