Charitable Giving A Guide to Charitable Gifting Options Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to tailor your strategy for maximum impact. Begin your journey towards meaningful philanthropy and manage your wealth effectively with us.
Strategic Planning Navigating the Fiduciary Relationship Introduction Navigating the financial world can be a daunting experience for many people, especially when it comes to selecting a financial advisor to help manage their wealth. A crucial aspect to consider in this process is whether the professional you choose to work with is a fiduciary. In this article, we will explore what it […]
Behavioral Finance The Art of Collecting, Part II: Why Some Cars Appreciate, but Most Do Not Let’s not bury the lede: of course, cars can appreciate in value. But why do some cars hold their value over time, while most do not? That is (in some cases, literally) the million-dollar question. First off, let’s acknowledge that a majority of cars from all manufacturers are mass-produced, or at least, produced to meet […]
Behavioral Finance Introduction to the Art of Collecting Collections, whether fine artwork, rare automobiles, historical relics, or anything else, may be one of the most valuable assets in a client’s estate.
Financial Planning Are Financial Advisory Fees Tax Deductible? Before 2018, you could partly or fully deduct investment advisory fees on your federal income tax return. When the Tax Cuts and Jobs Act was passed, however, the miscellaneous itemized deduction for investment fees and expenses vanished. This deduction seldom mattered for taxpayers in the highest brackets, as they could only deduct miscellaneous items on […]
