The Curious Misalignment of Investing and Tax Planning

The Curious Misalignment of Investing and Tax Planning

March 27, 2018March 27, 2018

By David Miller, founder & CEO of PeachCap, CFP®  In recent years, discretionary hedge funds have been under scrutiny for high fund management fees and charges despite lackluster performance. However, prior to ..

Fintech Tools for Investing Your Tax Refund

Fintech Tools for Investing Your Tax Refund

April 4, 2016April 4, 2016

It’s tax season again and for many people that means figuring out what to do with your refund check. Last year, the average refund was about $3,000, a decent chunk of change for a young professional looking to start investi..

Tax Benefits of Real Estate Investing

Tax Benefits of Real Estate Investing

December 18, 2015December 18, 2015

Real estate investing affords certain tax benefits when it involves the direct ownership of a property. For example, investors are able to deduct the value of mortgage interest as well as certain expenses associated with lea..