November 2022 Market Commentary – Generating Tax Alpha

Year-end tax surprises are no fun, and you may be surprised to learn that it’s possible owe capital gains taxes even though your account is down in value for the…
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School Choice + Tax Credits = GOOD STEWARDSHIP

About this time last year, we first learned about a little known school choice program in our Commonwealth called the Virginia Education Improvement Scholarships Tax Credits Program. After conducting our…
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