

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
Tax Planning
Asset Location: A Tax-Efficient Strategy for High-Income ...
Lamont Brown CFP®, AIF®, MBA -
12 February 2025
How Investment Structure May Help Optimize Long-Term After-Tax Wealth For high-income professionals and business owners, tax efficiency is an essential part of wealth management. ...
Investment
Understanding Diversification - A Complete Guide
Lamont Brown CFP®, AIF®, MBA -
3 February 2025
If you have been researching the most effective investment strategies, you have likely come across the concept of a diversified portfolio. Diversification is a foundational ...