If one of your New Year’s resolutions is to de-stress your life by taking better care of yourself —eating better, exercising more, improving relationships, and/or practicing “mindfulness” or yoga —why not include a few stress-busting goals for your money and fiscal fitness too?Read Post
On December 19, 2017, the House and Senate approved final passage of the Tax Cuts and Jobs Act (H.R. 1). The law provides $5.5 trillion in tax cuts with $4 trillion in offsetting tax increases. This leaves a net $1.5 trillion of unfunded tax cuts.Read Post
Our investment team is always seeking to identify the most attractive investment opportunities with a goal of protecting and growing the wealth of our clients. To this end, a considerable amount of research is dedicated to uncovering and understanding the trends and developments expected to shape markets and drive returns in the years ahead.Read Post
If you’ll be claiming a 2017 federal income tax deduction for the gifts you make to charity this season, here are a few things to remember.Read Post
After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.Read Post
We're in the final stage of tax reform following the Senate's passage of its bill. Washington policy expert Doug Fisher explains the complicated and most critical next step in the process to final passage of tax reform. As the House and Senate bills shape up, Doug offers an important planning consideration related to your business.Read Post
Ken Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.Read Post
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