Eggs in one basket

Many Eggs and One Basket

Nov 15, 2019 |Craig Dale, CPA, CA, CFP, TEP

The wisdom of consolidation and the advantages of working with just one investment advisor

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The Pitfalls of Joint Ownership... Is it worth it?

Apr 15, 2019 |Craig Dale, CPA, CA, CFP, TEP

Considering if joint ownership is good estate planning or problematic tax planning.

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