In November 2012, Glen Buco, Kim Cox and Dana Sippel were listed as Top Money Advisers in the fee-only category in Washingtonian magazine.
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As of late November, U.S. stock markets have surged over 28% during 2013 and have achieved total gains of 175% since the 2009 market bottom *. As a result, we are realizing sizable capital gains and are expecting large gain distributions from equity mutual funds. While we actively manage taxable gains in our clients’ portfolios, […]
What financial worries are keeping you up at night? Although physicians have the highest across the board income of any professional, most still worry about their finances. According to a recent AMA survey of physicians, their top financial worries are: Read more…
It is impressive how resilient the U.S. equity markets have been. As of September 30th, the S&P 500′s year-to-date total return was 19.8%. Investors are balancing short-term headline risks against a positive structural framework of easy monetary policy and a slow-growing U.S. economy. Read more