It’s almost 2018, and there’s no shortage of tasks to keep us busy until the clock hits midnight. Hard to miss, but the Congress is busy passing (we think!) the Tax Cuts and Jobs Act, which will slash corporate taxes and toss in a few surprises – good and bad – for individual taxpayers like […]
Tax reform proposals are still in the negotiation stage and may never become law, but investors should be aware that proposed measures in the Senate draft could be harmful to their financial health. At present, in managing your portfolio, we have the ability to select and sell investment shares in a way that allows us […]
Our clients know that toward the end of each year, we review non-retirement portfolios looking for opportunities to harvest capital gains and losses. This year, that task will have a heightened importance, as capital gains tax rates are likely to rise next year from their historic lows. At present, capital gains tax rates range from a low of […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431