Wealth Management Insights

William Tricarico

Associate

Behavioral Finance

The Art of Collecting, Part II: Why Some Cars Appreciate, but Most Do Not

April 19, 2023   -   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 […]

Susan Hartley-Moss

Partner

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. 

Ryan Eversole

Principal

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 […]

Jim Trujillo

Principal

Financial Planning

The Unspoken Risks of Retirement Plan Loans

During times of financial hardship people are forced to think – when life hands you lemons, take a loan. We get it! High inflation and a volatile economy are pushing people to think about where they could tap into fast cash if they needed it. A quick search on the internet will show you the […]

Nick Jackson

Principal

Financial Planning

In-Service Withdrawals from Employee Retirement Plans

While your retirement funds are certainty intended for the long-term, you might be able to take money out of your 401(k), 403(b), or 457 plan while still working. If you withdraw money out of a workplace retirement plan in your fifties, will you be penalized for it? In most cases, the answer is yes. Distributions […]

Katie Pfeifer

Partner

Retirement Planning

Retiring on Time

What does “retiring on time” mean? For us, it means retiring on your own terms – being comfortable and confident about when you start your next chapter of life. When looking to retire on time there are lots of things to think about, and it’s a very personal decision that only you can make. There […]

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Walker Phillips

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.