Blog

Capital Gains

There are many popular myths and misconceptions around capital gains taxes. Most of these are centered on when the taxes in question apply and how they affect a given investment or asset, and as a result, a misunderstanding of capital gains taxes can be quite costly indeed. While capital gains…

SEC

We’re humbled by the trust our clients place in us and we do our best to honor that trust by treating them like family, getting to know their unique needs and goals, and working with them closely to get them to where they need to be. While we are guided…

how to find right trustee

Estate planning is often a daunting task, as you are choosing the ways in which your estate and your legacy will evolve after your passing. A vital step in estate planning is choosing the right trustee to oversee your posthumous affairs and execute your wishes as described in the various…

gamestop

Let’s open this one with a caveat: the situation which we’re discussing here is evolving rapidly and the ultimate resolution remains unseen. Investors and markets have been repeatedly astounded over the last few weeks by an unprecedented series of events around video game retailer Gamestop. Largely regarded as a dying…

home costs

Homeownership is a cornerstone of the American dream and plays a strong role in our culture’s understanding of success, stability, and family. The question of “how much home can I afford” is one of the most important that many of us face as we make what is likely the biggest…

annuities are bad

It’s naturally to look ahead for new opportunities, new investments, and new ventures. Despite a rocky 2020, the potential for future growth seems boundless for the savvy investor or financier. No matter your goals, now’s the time to plan the bold moves that will get you there. That having been…

what to do if you become disabled

It only takes a single jarring moment to throw your life off the rails. While we all avoid thinking about the horrific and the impossible, accidents can happen and shatter your world. Disability can strike out of nowhere due to accident, medical emergency, or just age–by some estimates, one out…