Investing for Life
On Thursday, April 22, markets abruptly sold off on news that President Biden was considering raising capital gains taxes on investors in the highest tax bracket. Was this knee-jerk response merited? Chief Investment Officer Jim Lowell looked at the potential impact of a capital gains tax hike in …
Read More keyboard_arrow_rightLast week, we talked about supporting causes you care about through charitable giving while reducing your tax bill at the same time. We also discussed “bunching” two or three years of charitable gifts to increase your tax savings. This week we’ll suggest four smart (and strategic) ways to give …
Read More keyboard_arrow_rightCharitable giving is one of the best ways to leave a legacy or support a worthy cause. Those are reasons enough to give, but as wealth managers, we also appreciate that donating to charities can reduce your tax bill—and you still have three weeks until the extended May 17 filing date. When …
Read More keyboard_arrow_rightEach of our 50 United States are wonderful in their own, unique ways, but some offer greater financial benefits to their residents than others. Whether you’re thinking about working remotely, moving closer to your kids or grandkids, or simply getting away from winter gloom, don’t forget that there are tax advantages to …
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