Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline.
Before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for both 2022—2023 and 2023—2024.
The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts even provide a variety of tax benefits.
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.
Discover the essential strategies to minimize your tax liability and take control of your financial future as the year comes to a close. Get ready to navigate the year-end tax maze with confidence and secure your financial well-being with these tax tips!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to look back at 2022’s stock market and provide their outlook on what could be in store for both the stock market and the economy in 2023.
Over time, finances tend to get complicated, especially when you’re juggling multiple goals and accounts. Simplifying your finances may help free up more time to focus on your financial priorities.
The increase in popularity of online shopping means that cyber criminals and online scams are more prevalent than ever before.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Associate Peter Lynch to highlight the many provisions and tax credits that sunset at the end of 2021, as well as other areas that may require a mid-year check-in with your CPA.
Managing Associate K.C. Smith, CFP®, CEPA, leads Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation.
