Muni bonds used to be the boring, predictable part of your investment portfolio. Not anymore. Read story
Mark Balasa, CPA, CFP is Co-Chief Executive Officer and Chief Investment Officer of Balasa Dinverno Foltz LLC. Mark has been named seven times as one of the “Best Financial Advisors” in the U.S. by Robb Report Worth magazine. Bloomberg chose Balasa Dinverno Foltz LLC as one of their top Wealth Managers for six consecutive years. Mark currently sits on PIMCO’s advisory panel for RIAs, on the advisory board for State Street Global Advisors, and on Charles Schwab & Co’s technology board.
To get down to the zillionaire's tax rate of 15%, all you need are these five strategies. Only one of them involves having a zillion. Read story
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