David J. Perrotto
Dec 10, 20183 min
Is your Financial Advisor truly tax friendly?
For most of us, tax season ends mid-April. The stress and preparation of going through a complete review of your finances for the year can b
David J. Perrotto
Feb 26, 20183 min
8 Smart Ways to Spend Your Tax Refund
Last year the average tax refund was $2,857. It's the biggest lump sum most people will get in a year. Here are 8 smart ways to spend yo
David J. Perrotto
Feb 27, 20173 min
Approaching a Liquidity Event? What should you ask your Financial Advisor?
Liquidity events, such as a successful IPO, the sale of your company, are often large milestones for founders and entrepreneurs. The busines
