By Lucas Felbel, CFP®, CIMA ® Director, Dynamic Asset Management When managing clients’ investments, strategic wealth advisors know that timing is important. What’s more, consideration of all aspects of a client’s financial household must be executed to provide optimal outcomes. Many investors are unaware of the interconnectedness between investment optimization, tax strategies, retirement and estate
(Dynamic / Kostya Etus) On Tuesday, Nov. 28, 2023, Charlie Munger passed away at the age of 99. He would have turned 100 on New Year’s Day. He was the vice chairman, second in command and closest friend to Berkshire Hathaway’s Chairman and CEO Warren Buffett. He was truly one of the greatest investors of
