Stop the Paper!

Is your mailbox being inundated with mail from LPL or shareholder communications from mutual fund companies such as annual reports, shareholder meeting and voting options? Are you wondering why you are receiving these when you thought you had chosen to be paperless? Do you want the mail to stop? We can help!

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Preparing for Year-End

As the Election season is coming to an end and the holiday season is quickly approaching, our team is focused on the year-end and how we can partner with you to minimize stress and your “to-do” list.  (Please note, this information is intended to be general in nature and should not be taken as individual tax advice. We suggest that you reach out to a qualified tax advisor to discuss your specific tax situation.)

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