... financial advisor.
Yes. The Securities Investor Protection Corporation http://www.sipc.org/ protects investors from financial harm in the event of a broker-dealer's failure. First Clearing, LLC, which ...
...
A Disciplined Approach
We are long-term, buy-and-hold investors. Numerous studies have shown that for most investors, buying and holding investments over longer periods provides better returns than ...
... in future years.
Our comprehensive Tax Planning process includes:
Creating Donor-Advised Funds for Appreciated Securities. Donor-advised funds provide a simple way for investors to get immediate tax ...