They are often the ones who need the most guidance as they make important life decisions. These statistically younger investors are also the people who care as much about how they make their money as they do about how much wealth they accumulate over their lifetime. They are our future ... and I am optimistic!
It is finally that time of the year. No, not college basketball season - tax season! By now everyone should have received (or been able to download) their Forms 1099 and other important documents. Today (March 15) also marks the deadline to file your 2017 S-Corp or partnership tax returns and elect to file as an S-Corp for 2018. Roll up your sleeves, sharpen your pencils, and find your calculator.