taxes

Wealth Management Insights Fourth Quarter 2024

Wealth Management Insights Fourth Quarter 2024

We present our fourth quarter 2024 issue of Wealth Management Insights titled “Creating a Family Legacy of Giving” In it, Wealth Management Chair Samantha Pahlow, CTFA, AWMA®, offers guidance on how to establish a family vision around charitable giving. Mary Lago, CFP®, CTFA®, provides insights into tax-efficient investing, retirement account strategies and charitable giving. Nate Putnam, CFP®, provides further considerations for the changing philanthropic landscape.

Discovering the Hidden Gem of Your Portfolio: Net Unrealized Appreciation

Discovering the Hidden Gem of Your Portfolio: Net Unrealized Appreciation

Many companies reward employees with ownership of company stock through profit-sharing plans, employee stock ownership plans (ESOPs), or the option to purchase company stock via their 401(k) plans.

Things to Know Around Tax Time

Things to Know Around Tax Time

As April 15 draws closer, individuals across the country are filing their tax returns, some of whom are anxiously awaiting the results.

Opportunities for Strategic Tax and Philanthropic Planning

Opportunities for Strategic Tax and Philanthropic Planning

Mary Lago, CFP®, CTFA, discusses select charitable giving and tax planning strategies.

Planning for a Successful Tax Filing

Planning for a Successful Tax Filing

Taxes … just the word alone increases blood pressure and elicits a fight-or-flight response. As such, most people outsource their tax preparation. Whether you manage your taxes or outsource the task, there is still a good amount of work we are all responsible for.

Climbing the "Wall of Worry"

Climbing the "Wall of Worry"

After declining close to 6% between September 3 and October 4, the stock market is back at all time highs. Once again, it appears the market is beginning to climb the proverbial “wall of worry.”

The "Yeah, but..." Recovery

The "Yeah, but..." Recovery

Maybe it’s human nature, news coverage or it’s just a self-preservation mechanism, but I’ve decided to start calling this the “yeah, but….” recovery. “The global economy is going to boom in the second half of the year,” say the economists. And then comes, “Yeah, but…’