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Income vs. Capital Appreciation – Why Not Both? A Total Return Approach

Too often, well-intentioned advice falls short of the optimal real-world outcome. The danger usually lies where an adage becomes a … Continued

Before you write that check for your charitable donation, consider making the gift with appreciated stock. Even with the stock … Continued

Within the field of high net worth portfolio management, the implications of tax costs can be significant for taxable portfolios. … Continued

Simply put, estate planning is the process of putting your affairs in order while alive and well in preparation for … Continued

The “Tax Cuts and Jobs Act of 2017” presents some of the most sweeping changes made to the Internal Revenue … Continued

Do you itemize or take the standard deduction? Not an uncommon question around tax time. If you have been itemizing … Continued

When providing consultative advice for our clients, advisors at Altavista will take a comprehensive look at one’s entire balance sheet. … Continued

One of the fastest growing threats in today’s electronic society is identity theft. Our vulnerability to cyber identity theft has … Continued

Since the election, our advisors have been fielding several questions related to the recent dramatic advance in the stock market. … Continued

As a native of Asheville, I never had the misconception that summer is the only time of year for travel. … Continued