Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Concierge Legacy Advisors Recognized by Muscular Dystrophy Association
Van and Aaron were recognized last week by the Muscular Dystrophy Association for their support of local ALS groups.We will be hosting our 3rd Annual Night of Hope on August 1st to support MDA-ALS.
Read MoreTax Planning 2015
Tax season is upon us. As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning is rarely fun, these strategies could help you keep more of your hard earned money.Read More: Tax...
Read MoreWinter 2014 Perspectives Newsletter
In this issue, we cover:• Headlines, Hype, and How to Take Control 3• 5 Reasons to Visit Our Website 9• Questions That Can Help You Lower Your Healthcare Costs 10• How to Fight the Flu This Winter 12• Don’t Panic: How to Keep Your Cool...
Read More2nd Annual Night of Hope Gala
Concierge Legacy Advisors partnered with the Muscular Dystrophy Association of Idaho on July 19 for the pair’s second annual Night of Hope gala.The event over the past two years has raised nearly $85,000 and will benefit families...
Read MoreTax Planning 2014
It's Year-End Tax Planning TimeAs the end of the year approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, we want to provide you with a few...
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7 principles of Long-Term Investing
Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors shoot themselves in the feet by making fundamental errors in their...
Read More9 Investment Pitfalls
For High Net-Worth Investors to Avoid in 2012Few words better characterize today's financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. It seems to be the...
Read MoreAn Impending Tax Storm Ahead
Under current law, the Econoic Growth and Tax Relief Reconciliation Act of 2001, commonly known as the Bush Tax Cuts, will expire on December 31, 2012, potentially creating serious consequences for American taxpayers and threatening...
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