Cheers to Johnny D!

Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.

Life is Full of Taxes

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Cheers to Johnny D!

Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.

Life is Full of Taxes

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.