Back to Investing Insights The Benefits (and Limitations) of Tax-Loss Harvesting Doug Garrison April 3, 2020
Meet The Author Doug Garrison Partner Doug is a Partner based in the Houston office and a member of the firm’s Wealth Management practice. He is responsible for delivering investment and... Learn More
Investing Opportunity ZonesExplore the evolving landscape of Opportunity Zones and how the proposed legislation could extend the benefits and reporting requirements for investors using Qualified Opportunity Funds…
Economic & Market Update Does the U.S. Equity Market Suffer From “Bad Breadth”?One of the most talked about themes in the U.S. equity markets in 2023 has been market concentration. Simply put, the strong performance of the…
Economic & Market Update Reshoring for Resilience: Building Strength, Stability, and Prosperity in a Multipolar WorldIn an increasingly multipolar world, reshoring has emerged as a vital strategy for businesses seeking to fortify their operations against disruptions and capitalize on localized…
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…