To leave a financial legacy, a robust estate plan is critical. Without a thoughtful strategy in place, you risk losing accumulated wealth to taxes, probate, or family conflict. In a recent GOBankingRates article shared by Yahoo Finance, Wealth Manager Brian Tullio shared his thoughts on commonly overlooked estate planning strategies that might be beneficial for [...]
Tax law changes outlined in the recently signed Big Beautiful Bill may impact how taxpayers approach tax planning moving forward. Wealth Manager Brian Tullio was featured in a GOBankingRates article outlining whether taxpayers should accelerate income or deductions before 2026. “Proper tax planning requires a thorough understanding of the current tax law and how it [...]
With tax credits set to shift under the Big Beautiful Bill, taxpayers may see both gains and losses depending on their situation. Wealth Manager Dina Powers was featured in a GOBankingRates article, also shared by Yahoo Finance, discussing the implications of the Big Beautiful Bill. “The nonrefundable Child Tax Credit increased from $2,000 to $2,200 [...]
INDEPENDENCE, Ohio. (July 14, 2025) – We’re proud to share that we’ve been ranked on the 2025 Top RIA Ranking by Financial Advisor Magazine! This achievement underscores our everyday commitment to our clients and their evolving needs. We are dedicated to empowering clients to enjoy their wealth while putting trust in us to provide guidance [...]
By: Matt Garrott The S&P 500 jumped almost 11% this quarter while US bonds gained roughly 1%. Diversification returned with gusto as developed international stocks were up almost 20%, emerging markets stocks popped 15.5%, and international bonds saw a 7% return. The US Dollar has declined 11% year-to-date, bolstering already strong international returns. [...]
