The January Effect

Throughout the year, as part of a thoughtful approach to wealth management, I try to minimize the potential taxes clients owe from gains in their portfolio. Often, in December clients will start asking about the January effect and whether they can take advantage of it. Below I will share with you the most common questions, ...

Spread e spumante

Spread, questo sconosciuto. Per le periferie spread equivale a speculazione finanziaria, il brutto volto del capitalismo. Per il sottoproletariato spread è una roba che non li riguarda, se ne fottono altamente dello spread. Per gli abitanti del centro città invece la parola spread equivale a probabili nuove tasse. Per me spread è il termometro che ...

Client Experience

Should there be anything else in the mind of clients aside from sound financial and investment advice?

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