Active participation in wealth management can strengthen a women’s commitment to protect and grow their assets with the goal of leaving a legacy for their children, their community, and beyond. Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as... read more →

How you can potentially improve your portfolio’s bottom line through tax-efficient investing. Savvy investors have long realized that what their investments earn after taxes is what really counts. After factoring in federal income and capital gains taxes, the alternative minimum tax, and potential state and local taxes, your investments’ returns... read more →

Make no mistake “Working American families”, the creative math in this tax bill may very likely increase your tax burden rather than provide you “the greatest tax savings ever”. If the income tax brackets in this article https://www.thebalance.com/trump-s-tax-plan-how-it-affects-you-4113968 are accurately portraying the intent, your attention is first drawn to the... read more →