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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

What Are Year-End Investment Decisions? Thumbnail

What Are Year-End Investment Decisions?

The basic strategy for year-end planning is both to time your income so that it will be taxed at a lower rate, and to time your deductible expenses so that they may be claimed in years when you are in a higher tax bracket. In this article, we discuss year-end investment decisions that may result in substantial tax savings.

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What is family wealth, and how do you preserve it? Thumbnail

What is family wealth, and how do you preserve it?

There are several ways to pass wealth between generations that may provide tax advantages to help preserve it for the younger generations, as opposed to watching it disappear due to a tax consequence. Here are three options that you may consider.

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RESILIENT CONSUMERS HAVE NOT SAVED RETAIL STOCKS  Thumbnail

RESILIENT CONSUMERS HAVE NOT SAVED RETAIL STOCKS

Consumer behavior during Thanksgiving weekend is often a good predictor of overall holiday sales and the recent data point to growth this year. Consumers came out in droves on Black Friday, pushing nominal retail sales up over 10% from a year ago in both online and brick and mortar stores

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Trusts and Year-End Planning: A Checklist Thumbnail

Trusts and Year-End Planning: A Checklist

The end of the year is a great time to review your trust document, update information, buy or sell assets or even cancel your trust if you choose. Here is a checklist to help you complete your trust and year-end planning

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Ways to Minimize Tax on an Investment Portfolio Thumbnail

Ways to Minimize Tax on an Investment Portfolio

Because taxes lower the actual return on your investments, you should be interested in legitimate ways to minimize taxes on your investment portfolio. Several approaches and strategies exist, including the following.

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