“This is the business we’ve chosen”
– Hyman Roth, The Godfather: Part 2
It’s our final newsletter of the year. And, wow, what a year 2018 has been!
In the spirit of the […]
October Newsletter
Redwood Updates
Over the last six months we have expanded our Redwood family. To better serve our clients we have added the position of Director. Alicia Sher has been promoted to […]
Estate Planning: Don’t Lose Control in the Final Hour
After the April 2016 death of 57-year-old entertainer Prince, many people were surprised to learn that he had no will. He had been so deliberate in how he handled other […]
Make This April Less Taxing
Tax season is here once again. (We know you’re excited.) For a smooth and painless experience, we encourage you to follow these tips:
Tax forms from Fidelity and TD Ameritrade
Fidelity has […]
2018: A Time of Rational or Irrational Exuberance?
Have you ever heard of “irrational exuberance”? Alan Greenspan coined the term in his famous 1996 speech “The Challenge of Central Banking in a Democratic Society.” In his address, Greenspan […]
The Usual and the Unique Tax Considerations for 2017
You know that old saying about death and taxes? It’s probably up for debate whether they’re the only guarantees, but it’s true that they are inevitable.
At Redwood, we help you […]
Redwood Welcomes Alicia Sher
When Alicia joined our team as senior financial planner in August 2017, she brought more than 15 years of financial services experience with her. She’d spent four years at Nova […]
Today’s Open Enrollment Choices Can Impact Finances Far Beyond the Next Year
Autumn is a time for pumpkins and fall foliage. It also is the season for open enrollment. Each can conjure up feelings of wonder; not always the same kind though.
To […]
