The Benefits of Tax-Advantaged Savings Vehicles20150302154322

The Benefits of Tax-Advantaged Savings Vehicles

AJ NorrisMarch 2, 2015
Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.  But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to consider inc...
Should You Pay Off Your Mortgage or Invest?20150216192009

Should You Pay Off Your Mortgage or Invest?

AJ NorrisFebruary 16, 2015
Is it smarter to pay off your mortgage or invest your extra cash? Owning a home outright is a dream that many Americans share. Having a mortgage can be a huge burden, and paying it off may be the first item on your financial to-do list. But competing with the desire to own your h...
Key Numbers for 2015: Tax Figures at a Glance20150211145244

Key Numbers for 2015: Tax Figures at a Glance

AJ NorrisFebruary 11, 2015
Taxes are never exciting unless you are getting a refund, even then, they are still a pain in the you know what. There are too many ever-changing numbers to remember, and in general, the tax code is way too complicated.  As an investment advisor I recommend taking a look at the n...