Individual Tax Provisions of the Inflation Reduction Act
With the passing of the Inflation Reduction Act of 2022, there are some possible tax planning opportunities relating to green energy credits. The majority of the spending in the Act is for tax credits encouraging renewable energy and reducing...
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The Asset Allocation Balancing Act: To Reduce Risk, Increase Diversification
You see and hear it everywhere: “Individual stock or fund performance is the most important element of investing.” To us, this approach is counterproductive to long-term financial success because study after study has concluded that the critical factor is...
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Fairman Group Welcomes New Team Members
Fairman Group Family Office is proud to announce the addition of six new members of our team. This team provides an array of financial services to manage the responsibility of both complex and routine financial affairs, including cash flow...
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Tax Proposals Included in the Build Back Better (BBB) Act
The House has passed the Build Back Better Plan. The Bill now goes to the Senate, where additional compromises and changes could be made. Here are the Plan's tax provisions and how they could affect you.
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Fairman Group Welcomes New Employees to Its Investment Advisory Team
Our Investment Advisory Team is proud to announce the addition of three new members who will become part of our integrated and personalized approach to how we serve our clients. As a team, we build customized portfolios tailored to...
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