Optimizing After-tax Outcomes for Taxable Portfolios
Within the field of high net worth portfolio management, the implications of tax costs can be significant for taxable portfolios. … Continued
Featured
Uniform Power of Attorney Act: When Did You Last Revisit This Estate Planning Tool?
Simply put, estate planning is the process of putting your affairs in order while alive and well in preparation for … Continued
Importance of Overall Tax Planning
The “Tax Cuts and Jobs Act of 2017” presents some of the most sweeping changes made to the Internal Revenue … Continued
Charitable Giving: A Changing Landscape
Do you itemize or take the standard deduction? Not an uncommon question around tax time. If you have been itemizing … Continued
Tangible Asset Management
When providing consultative advice for our clients, advisors at Altavista will take a comprehensive look at one’s entire balance sheet. … Continued
Compliance Corner: Identity Theft
One of the fastest growing threats in today’s electronic society is identity theft. Our vulnerability to cyber identity theft has … Continued
Dow 21,000 and the Wisdom of Ben Graham
Since the election, our advisors have been fielding several questions related to the recent dramatic advance in the stock market. … Continued
Travel Tips For an Expected Journey
As a native of Asheville, I never had the misconception that summer is the only time of year for travel. … Continued
Subtle Shift: Spring 2018 Commentary
The first quarter seemed to generate a lot of heat with very little light. Stocks ended the quarter fractionally down … Continued
Under a Full Head of Steam: Winter 2018 Commentary
“When growth is slower-than-expected, stocks go down. When inflation is higher-than-expected, bonds go down. When inflation is lower-than-expected, bonds go … Continued
