Mindy Corporon, Co-Founder, Chief Executive Officer and Managing Member of Boyer & Corporon Wealth Management, is named to the Influential Women Class of 2013 presented by KC Business magazine. She and fellow class members will be featured in the upcoming March 2013 issue. Women in the corporate, creative, nonprofit and entrepreneurial communities nominate their peers across the…
As always, we keep you informed of laws and events that impact your wealth management strategy. It’s a new year, the 2013 exemptions are established and many unknowns still lie ahead. If provisions do change, they would not be retroactive – making this is an opportune time to take advantage of the gift tax exemptions.…
On New Year’s Day, Congress and the White House reached resolution regarding the “fiscal cliff,” and the next day the Dow Jones Industrial Average climbed 308 points (2.35%). Those of us in the investment business love to make predictions to show how smart we are. Of course, we aren't always correct with our predictions, but when we…
There are Registered Investment Advisors and there are Registered Representatives (AKA: brokers and broker-dealers). An RIA is a professional advisory firm that offers clients personalized financial advice. Advisors at RIA firms and Registered Representatives (brokers, broker-dealers) have different legal responsibilities to clients. Choosing between the two to manage your wealth? Decide whether you want “suitable”…
Hardly a day goes by that we don’t get a phone call from someone about the “fiscal cliff”…you know, that period of time beginning January 1 when all the Bush tax cuts expire. None of the calls are from someone trying to reassure us that everything is going to be OK. All of the calls…
