Insights 3

Redemption

May 1, 2019 / By Neil Gilliss, MBA, CFP

Redemption Read Post »

The 1040\’s \”New Look\”

February 1, 2019 / By Margaret Smith, CPA

The 1040\’s \”New Look\” Read Post »

2019 Investment Outlook

January 17, 2019 / By Noah Greenbaum

2019 Investment Outlook Read Post »

Year End Tax Planning

November 19, 2018 / By Margaret Smith, CPA

Year End Tax Planning Read Post »

Storm Clouds

October 28, 2018 / By Neil Gilliss, MBA, CFP

Storm Clouds Read Post »

How to Handle a More Volatile Market

July 27, 2018 / By Neil Gilliss, MBA, CFP

How to Handle a More Volatile Market Read Post »

Qualified Opportunity Zones in Virginia

June 18, 2018 / By Margaret Smith, CPA

Qualified Opportunity Zones in Virginia Read Post »

Where Do We Go From Here?

April 25, 2018 / By Noah Greenbaum

Where Do We Go From Here? Read Post »

Canal named Top 100 Emerging Wealth Manager

March 28, 2018 / By Neil Gilliss, MBA, CFP

Canal named Top 100 Emerging Wealth Manager Read Post »

Outlook 2018 – Going Global!

January 29, 2018 / By Neil Gilliss, MBA, CFP

Outlook 2018 – Going Global! Read Post »

December 2017 – Tax Cuts and Jobs Act

December 19, 2017 / By Margaret Smith, CPA

December 2017 – Tax Cuts and Jobs Act Read Post »

The \”Tax Cuts and Jobs Act\”

November 3, 2017 / By Margaret Smith, CPA

The \”Tax Cuts and Jobs Act\” Read Post »