The Wise Investor Show

This week, on the Wise Investor Show, Ann and Matt look at the changes in tax forms for 2018 and how to document QCDs and non-deductible IRA contributions. The second half of the show pivots to the value of working with a financial advisor looking at such things as time saved, financial planning, appropriate asset allocation and diversification, behavioral coaching and tax management. To reach Ann Summerson or Matt Anderson, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.