
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
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