Along with losing weight and leading a healthier lifestyle, one of the top resolutions people make each year is to start managing their money better. And just like losing weight, many people find that resolution hard to keep. But there are methods and resources available to anyone who really wants to learn how to track their finances and manage their investments. Joining us to discuss the outlook for the markets in 2015, and provide suggestions and information that will help you get better control of your finances this year, are Bahl & Gaynor Investment Counsel Vice President and portfolio manager Jim Russell; Dale Coates, vice president and institutional portfolio manager with Johnson Investment Counsel; and financial advisor Chris DeSimio.
As the song says, "It's the most wonderful time of the year," but amid the hustle and bustle of the holidays, it's worthwhile to remember this is also a great time of year to take stock of your investments, and see what options you have before January 1 to reduce the taxes you'll owe come April 15. Here to explore year-end tax strategies that could allow you to keep more of your money are David Foster, senior vice president at Foster and Motley, and local financial advisor Chris DeSimio. If you have questions about what you can do to reduce your taxes, please let us know.