At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.