Cultivating Your Financial Forest

Cultivating Your Financial Forest

In this year’s annual letter to its shareholders, Berkshire Hathaway CEO Warren Buffett had an eloquent yet simple perspective on looking at finances: “Focus on the forest, forget the trees.” Too often, investors who evaluate Berkshire Hathaway obsess on the details...
5 Mistakes Clients Make on Their Taxes

5 Mistakes Clients Make on Their Taxes

It’s almost April, which means that it’s almost Tax Deadline Time. For most people, taxes aren’t something they look forward to, but it’s also not something they worry about that much. After all, you fill out a few forms and hope to get a return, right? But in my work...