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Charitable Giving: What Is It and How to Use It in Your Tax Planning
AFO2023-12-16T08:58:12+00:00Charitable donations are a common part of life for most Americans, especially those with higher incomes who are able to...
Tax Loss Harvesting: What Is It & How to Use It to Reduce You Tax Bill
AFO2023-12-14T09:41:09+00:00Tax-loss harvesting is the act of selling securities at a loss to gain back and offset any capital gains tax...
Importance of Financial Advisory for Small Businesses
AFO2023-12-05T07:11:43+00:00Running a small business can be a demanding and challenging endeavor. Business owners are often stretched thin across various responsibilities...
S&P 500 Registers its Biggest Monthly Gain Since July 2022
AFO2023-12-16T08:58:32+00:00The big story during November was the decline in Treasury yields. The bond market experienced large moves in interest rates,...
Fiduciary Financial Advisor: What It Is and How to Pick a Right One
AFO2024-01-21T09:29:15+00:00Investing and saving for retirement can be a difficult undertaking, especially when the difficulties of managing the intricacies of life...
Key Benefits of Year-End Tax Loss Harvesting
AFO2023-11-29T12:21:46+00:00In a perfect world, investors would only see gains when checking their accounts. But in the real world, the stock...
Financial advisor for business owners: Tips & services
AFO2023-11-01T10:52:59+00:00A business financial advisor is a financial professional who provides business advising or guidance to businesses for compensation. These advisors...
How Tax Credits Can Play a Big Role for Small Businesses
AFO2023-10-30T17:50:05+00:00How Tax Credits Can Play a Big Role for Small Businesses b4b-tax-incentives-2023 Download
The S&P 500’s Concentration Offers a Lesson on Diversification
AFO2023-10-28T18:48:00+00:00The S&P 500’s Concentration Offers a Lesson on Diversification Written by: Susan Smith (CFA) & John Smith (CFP) Reviewed by: Rob Santos Rob...