As we enter tax season, many Americans mistakenly think their tax obligations were fixed on December 31st for the 2023 filing year. However, there are several proactive measures still available to you that can reduce your 2023 tax burden.

The year ahead will undoubtedly challenge consensus thinking – which has now swung from overly cautious to outright bullish. Our focus remains on building diversified portfolios of stocks, bonds, and alternative investments that help our clients reach their long-term goals.