Lite Bytes!

No complaints A worker who was being paid by the week approached his employer and held up his last paycheck. “This is two hundred dollars less than we agreed on,” he said. “I know,” the employer said. “But last week I overpaid you two hundred dollars, and you never complained.” “Well, I don’t mind an […]

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Holiday Humor!

THE DEAF OLD LADY An old lady had a hearing-aid fitted, hidden underneath her hair. A week later she returned to the doctor for her check-up. “It’s wonderful – I can hear everything now,” she reported very happily to the doctor. “And is your family pleased too?” asked the doctor. “Oh I haven’t told them […]

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Asset location – strategy to reduce taxes on investments

Asset location is a tax management technique where an investor places the most tax-efficient investments in the least tax-efficient account type and vice versa to reduce near-term taxes. Both asset allocation and asset location are important considerations when building an investment portfolio to meet a client’s specific goals. In essence, asset allocation is what investments are in the […]

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Enhance your workflow with client portals

As cloud applications continue to grow at a lightning pace, the word “cloud” finds itself in nearly every conversation regarding technology advancements and improved business efficiency. Virtually every business today is leveraging cloud-based services in some shape or form, including having a customer-facing website and using online banking. It is important to understand how your […]

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