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Archive for December 2018

Bad Behavior: The Lurking Enemy of Every Investor

The S&P 500 Index, the barometer of broad stock market performance in the United States, has generated a return of about 10 percent annually over the last three decades. So the typical investor must be doing well, right? Wrong. The average mutual fund investor has earned less than 4 percent annually due to a combination…

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It’s Time to Consider Multiyear Tax Planning

The changes to tax law that took effect this year, including the near doubling of the standard deduction, mean you may benefit from multiyear tax planning. To reduce your tax bill, tax professionals say that individuals may want to change the pace of their charitable contributions, while business owners may want to spread out deductions…

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Elevage Partners Opens Office in Park City, Utah

PARK CITY, Utah – Elevage Partners, a financial advisory and wealth management firm with offices in California, Connecticut and Massachusetts, has opened an office on Prospector Avenue in Park City. “We’re proud to be a part of the Park City community,” says Jeff Powell, founder and chief executive officer. “We were happy to contribute to…

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