Altrius Capital Blog

For nearly a hundred years, tax cuts have been a centerpiece of political strife among politicians, with both parties at times lobbying for lower tax rates.

Topics: tax reform, tax cuts

Many prospective clients - and some clients who have held cash outside of their managed assets with us - have asked what they should do with money they've been holding in cash particularly after the market has exhibited a strong rally.  This is not a new question as I have been asked it repetitively the past eight years, particularly at the beginning of many New Year's since the financial crisis, as individuals again focus on their budgets and investments after the holiday festivities are finally complete.

Topics: Dividends, cash on hand, fully invested, market fluctuations

 

Topics: Investing, Dividends

Topics: Investing, Advice, trump presidency

At Altrius, we invest our company’s retirement plan assets side by side our clients owning the same stocks and bonds that our clients do.  In addition, I also invest all of my personal savings in the same 35 U.S. stocks, 40 international companies and approximately 100 bonds we own.  “Eating what we cook” is one of the many ways we align the interests of our clients with our own interests. 

Topics: Investing, Wealth Management, Long Term Investment