In The Long Run...

“In the Short-Run, the Market Is a Voting Machine, But in the Long-Run, the Market Is a Weighing Machine” – Warren Buffett

Retirement Tax Planning inheritance

Planning for Inheriting IRAs

Lamont Brown CFP®, AIF®, MBA -  
4 September 2024
QUICK TAKE: Designated beneficiaries are either spouse (eligible) or non-spouse (non-eligible). Changes require non-spousal beneficiaries to follow specific rules and take the ...
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Financial Planning Fredericksburg, Virginia Tax Planning

Maximizing Your Investment Returns: A Guide to Capital Gains 

Lamont Brown CFP®, AIF®, MBA -  
10 July 2024
Understanding the intricacies of investment capital gains is vital as your financial portfolio grows and evolves. Capital gains are the profits realized from the sale of ...
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