Team Talk

 
 
 
 
Fourth Quarter 2020 Market Overview

Fourth Quarter 2020 Market Overview

2020 was a year that no one will forget. A devastating pandemic wreaked havoc on our lives, and the resulting shelter in place orders wreaked havoc on the economy. US GDP dropped a historic 32.9% in the second quarter, and the unemployment rate peaked at 14.7%, a...

read more
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?!...

read more
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...

read more
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...

read more
Tax Strategy – Roth Conversion

Tax Strategy – Roth Conversion

Investors often focus on the daily moves of the market, economic predictions, or the S&P 500’s performance when they think about their investment returns. These are things an individual investor cannot control, yet we spend so much time worrying about them! While...

read more
Is 2020 the Year to Gift Big?

Is 2020 the Year to Gift Big?

With a new President taking office in January, many people are wondering about potential changes to the lifetime exemption amount for gift and estate taxes. In 2018, the Tax Cuts and Jobs Act (TCJA) doubled the lifetime gift, estate, and generation-skipping tax...

read more
The Home Stretch: Finishing strong

The Home Stretch: Finishing strong

Financial Planning in the Time of Covid I can’t believe it is December already.  In some ways, the year has flown past; in other ways, it seems like an eternity.  Decades from now, we will be regaling the bored grandkids with tales of 2020, how we fought the raging...

read more
‘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...

read more
Fourth Quarter 2020 Market Overview

Fourth Quarter 2020 Market Overview

2020 was a year that no one will forget. A devastating pandemic wreaked havoc on our lives, and the resulting shelter in place orders wreaked havoc on the economy. US GDP dropped a historic 32.9% in the second quarter, and the unemployment rate peaked at 14.7%, a...

read more
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?!...

read more
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...

read more
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...

read more
Tax Strategy – Roth Conversion

Tax Strategy – Roth Conversion

Investors often focus on the daily moves of the market, economic predictions, or the S&P 500’s performance when they think about their investment returns. These are things an individual investor cannot control, yet we spend so much time worrying about them! While...

read more
Is 2020 the Year to Gift Big?

Is 2020 the Year to Gift Big?

With a new President taking office in January, many people are wondering about potential changes to the lifetime exemption amount for gift and estate taxes. In 2018, the Tax Cuts and Jobs Act (TCJA) doubled the lifetime gift, estate, and generation-skipping tax...

read more
The Home Stretch: Finishing strong

The Home Stretch: Finishing strong

Financial Planning in the Time of Covid I can’t believe it is December already.  In some ways, the year has flown past; in other ways, it seems like an eternity.  Decades from now, we will be regaling the bored grandkids with tales of 2020, how we fought the raging...

read more
‘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...

read more
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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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