Market Commentary - February 15, 2016
Submitted by Oram & Kaylor on February 16th, 2016Market Commentary
For the week of Feb. 15, 2016
The Markets
February 2016
Our Biggest Financial Challenges are often Self-Inflicted
Submitted by Oram & Kaylor on February 15th, 2016In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security remains elusive.
Are Advisory Fees Tax Deductible?
Submitted by Oram & Kaylor on February 12th, 2016It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”
Five Things You Should Expect From Your Financial Advisor
Submitted by Oram & Kaylor on February 5th, 2016In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.
