Nick Breit, CFA, CFP®, Partner, Director of Financial Planning, reviews leveraging your investment assets to finance a home purchase. Learn about the pros and cons of borrowing on margin and why it might be the right choice for you.
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Tips Tuesday
Tax deadlines are approaching and Altan Wuliji, CFP®, Principal and Senior Consultant, provides important updates on new programs, tax breaks and changes to keep in mind before you file this year.
Jackie Rondini, CFP®, Principal and Senior Consultant, discusses best practices to prevent identity theft in today’s digital age.
