It’s not too late to reduce your 2023 tax bill if you are willing to set some cash aside for retirement. The deadline to make an individual retirement account contribution that will decrease your 2023 tax bill or even boost your tax refund is the due date of your tax return, which for most people is April 15, 2024.
Corbett Road was founded in 2002 on the premise that the traditional approach to investing isn’t always the best approach to investing. There are multiple statistics and figures that support several investment styles, but the problem with many of these approaches is that they don’t account for the human element. They don’t account for YOU.
We believe that success and attainment of true wealth aren’t solely determined by whether or not you outperformed the market, your neighbor, or your colleague on a particular day. It’s not determined by your experience in the market, be it positive or negative. Most of the time, it is the culmination of several decisions that you make that have been guided by your attitudes, habits, and natural tendencies. Simply put, it is not numbers (financials) that inhibit one’s success, but their human nature.
We pride ourselves on our discovery process, comprehensive financial planning, a proprietary approach to tactical investment management, and a high level of client service. We appreciate the uniqueness of each of our clients and the relationships that result from partnering with them.