The Coronavirus, The Market and Taxes

The Coronavirus, The Market and Taxes

Historic and unprecedented market volatility in recent weeks has concerned investors wondering what to do now. In an interview aired on a local CBS station, Moneta’s Chief Investment Officer Bill Hornbarger reminded people to avoid panicking. “I would tell you...
Year-End Tax Planning Opportunities

Year-End Tax Planning Opportunities

With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We included below several planning opportunities to consider before December 31. Gift Long-Term Appreciated Securities...