... NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy ...
... web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any ...
... seems like modest savings in the short term can make a big difference over time in achieving your financial goals.
Downing Street principal Bob Morrison is a certified public accountant with broad expertise ...
... We make certain that the investments we recommend are advantageous to the client.
We incur only costs that are reasonable in amount and appropriate to the client's investment program. And we exercise ...
... based on the information you provide. The planner should go over the recommendations with you to help you understand them so that you can make informed decisions. The planner should also listen to your ...
... to their wishes.
Finally, we reviewed all their insurance to make sure all their policies were up to date and provided adequate coverage. Adding an umbrella life insurance policy helped to protect their ...
... trying to time the market.
Many individual investors make investment decisions based on impulse and emotion—often with unfortunate results. At Downing Street, we help provide the discipline that enables ...
... deductions and avoid capital gains tax liability on appreciated assets. We'll work with you to help set up donor-advised fund in Your Family Name and then you decide where and when to make gifts to your ...