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 [...]

Unsure how to allocate your income? From building an emergency fund to contributing to retirement accounts, a smart investing order of operations can help maximize the value of your money. Associate Wealth Manager Alex Canitano was recently featured in a ComparisonAdviser article, where he shared his thoughts on the investing order of operations and steps [...]

For some, estate planning can be a complex process, and one overlooked step can lead to numerous challenges for the beneficiary. Chris Martin, CFP®, partner and senior wealth manager, spoke with Cleveland Jewish News about common estate planning mistakes and how clients can avoid incomplete planning. “When somebody has their estate plan drafted, they have [...]

Investors are pouring into ETFs due to their many advantages, but it’s important to be mindful of the fee structures before investing. In a recent U.S. News & World Report article, Associate Wealth Manager Blake Rudy shares his insights on cost-efficient investing and paying attention to expense ratios. Click here for the full article.

Tax Day is almost here. With just a few days to go, there are still steps you can take to get prepared, from filing extensions to maximizing deductions. Wealth Manager Brian Tullio shared some advice with MarketWatch on what to do now for those who haven’t filed yet. “Using your prior year tax return as [...]

If you sold a home in 2024, you may be eligible for certain exclusions or deductions this tax season. In a recent USA TODAY article, Wealth Manager Brian Tullio shared valuable information on how selling a home you inherited may impact your taxes. Click here for the full article.

The purchase of your first home is often the start of a new, exciting, and memorable chapter in life. For first-time homeowners who purchased in 2024, there may be tax advantages available as tax season approaches. Wealth Manager Brian Tullio was featured in a recent USA TODAY article by Andrea Riquier where he shared insight [...]

While some stock fund managers have faced challenges in maintaining value over the last decade, others have consistently outperformed their benchmarks or peer groups. Senior Associate Wealth Manager Daniel Shomper, CFP® offered his thoughts on the managers at Dodge & Cox in a recent article by U.S. News & World Report. “Using a committee structure [...]