Hobgood Peatross Investment Group’s philosophy centers on trust. We are committed to remaining true to the long-term goals of all of our clients by structuring an optimal portfolio based on an individualized asset allocation model.
Our experience, knowledge and integrity offers our clients the opportunity to achieve their plans for the future while gaining peace of mind today.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
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With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2023.
Revised 1099 Tax Information Summary
(tax year 2020 - revision 1)
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.