Beyond Bulls & Bears

Act before year-end to manage your tax bill
Wealth Planning

Act before year-end to manage your tax bill

Before the year 2024 comes to a close, it's time to optimize your tax strategy. Our Bill Cass shares some tips including timing deductions and harvesting losses.

US elections: How the presidential candidates stand on taxes
Wealth Planning

US elections: How the presidential candidates stand on taxes

Taxes are top of mind for many. See what the US presidential candidates stand on tax policy as we enter the final weeks before the election. Our Bill Cass compares their plans.