It may not be April, but the holidays can also be an important tax time for investors. As we reach the end of the tax year, your wealth advisor and portfolio management team are busy trying to lessen the tax load on your portfolio.
At Truepoint, because we invest with after-tax
On November 20, 2013, JPMorgan Chase & Co. (JPM) agreed to pay a $13 billion settlement to the U.S. government as a consequence of its role in sub-prime mortgage lending that led up to the financial crisis of 2008. Essentially, JPM made poor quality mortgage loans to borrowers and then