Investor Solutions didn’t just happen. It’s been carefully constructed to provide our clients with what we believe will be the best possible investor experience.
SOME OF YOU ARE GETTING A RAISE
The Social Security Administration (SSA) recently announced that recipients of Social Security benefits will get a 2.8% cost-of-living adjustment (COLA) in monthly benefits beginning in January 2019. This increase is the largest since 2012 and one of the largest increases in the last 20 years. For those receiving Social Security benefits and still working prior to full retirement age, the [...]
Investor Solutions Proudly Supports Best Buddies
Last night, Frank and his wife, Gabriele, hosted 36 Best Buddies for a sunset cruise around Biscayne Bay and the Port of Miami. Please consider supporting or volunteering to assist this great organization aiding our most challenged young people. Investor Solutions is a proud supporter of Best Buddies, the worlds largest organization dedicated to ending the social, physical and economic [...]
Tax Magic For Professionals And Small Business Owners
It’s fourth quarter, which means it’s time to be thinking about what next year’s tax bill might look like. With itemized deductions for state and local taxes and mortgage interest deductions pared, professionals and small business owners may be wondering if there are other legit ways to reduce the pain. Perhaps up to a an additional $250,000 pension deduction might [...]
Tax Magic For Seniors: The QCD
Many seniors find that their newly severely restricted itemized deductions fall short of their personal deductions ($24,000 married filing jointly). So, their charitable contributions may be worth zero on their tax returns. That’s a little bit of a bummer even though the primary objective was to benefit the charity. Most of us have a soft spot in our hearts for [...]
Interest Rates and Stock Prices: The Relation Isn’t That Simple
It’s convenient to blame this week’s market tantrum on interest rates. Convenient, but simplistic. The more complete answer is that nobody knows what drives short term volatility. There are many possible explanations that don’t fit neatly into a two word sound bite. Any or all of them may have contributed to the turbulence. Interest rate changes by the Fed may [...]
WHO WE SERVE
For over 25 years, integrity and commitment have been the hallmark of our client relationships.
Individuals and Families
Pre-Retirees and Retirees
Retirement Plan Sponsors
Endowments and Not-for-Profits