The Tax Cuts and Jobs Act that went into effect in 2017 materially raised the standard deduction. This increase has sharply cut into the number of filers who will itemize their tax deductions. However, if you’re a retiree over age 70½, you have a potential workaround that preserves the tax benefits of giving, even if you don’t itemize!
CNBC interviewed Scott Van Den Berg on how financial advisors can strive for a higher standard when recommending life insurance.
Scott Van Den Berg was recently interviewed for CNBC’s article on cybersecurity for financial advisors detailing the protections that have been taken at Century Management on behalf of clients.
Scott talks about who he is and how being a truly independent advisor makes a difference.
While our average investment portfolio has seen a decline in market value over the past several months, we continue to believe that the equities we own across our various investment strategies hold good values in an overall market environment that we do not see as cheap.
Jim and Scott provide an update on our investments in the energy sector and what we see in the years ahead.