A Year to Remember

A Year to Remember

Year-End 2020 After a year like this, I don’t know what to say.  Belaboring the obvious seems pointless, and yet it seems incumbent on me to try to convey something meaningful.  We can’t just let such an eventful year pass by unremarked. What just happened here?!...
Tax Loss Harvesting

Tax Loss Harvesting

2020 has presented us with many challenges, but also some opportunities.  A disciplined adherence to a good plan can pay long-term dividends at times like this that “try men’s souls.”[i] In case you missed it, earlier this year when Covid-19 hit, we experienced a...
Year-end Tax Planning Tips

Year-end Tax Planning Tips

2020 has certainly been an eventful year, so it’s likely that income taxes have not been at the top of your mind. But there is still time before year end to complete some simple strategies that have the potential to save you big bucks on your 2020 tax bill.  Required...
‘Tis the Season for Charitable Giving

‘Tis the Season for Charitable Giving

The CARES Act passed in March gave new tax incentives to encourage charitable giving in 2020. There are a few tax strategies you can take advantage of this year to help maximize your giving while minimizing your taxes. New Deduction Limits for Cash Gifts The CARES Act...
Coming down to the wire

Coming down to the wire

One more week until Election Day.  After all we have been through this year, some of us are feeling kind of tired.  What should we be thinking about?  Are there things we ought to be considering related to the potential outcomes (e.g., changes in tax policy)? What are...
Retirement Success and Your 401(k)

Retirement Success and Your 401(k)

For National Retirement Security Month, we checked in with our advisors for their best advice on reaching retirement savings goals.  Their top tips boil down to a couple of simple yet often overlooked actions for employees and employers: Deferral rates Most people...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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