Resilience is essential in times of market uncertainty. In a recent Investopedia article, Senior Associate Wealth Manager Daniel Shomper, CFP® shared tips for investors on building a resilient portfolio. “Being a resilient investor is all about staying invested during market downturns,” he said. “This gives investments time to recover, avoiding realized losses. More importantly, it [...]
Executives may feel the pressure to exercise their stock options with equity markets near all-time highs. While high stock prices may be enticing, there are several complex factors to consider. In a recent Barron's article, Partner and Senior Wealth Manager Chris Martin, CFP® explains one way clients can avoid the Alternative Minimum Tax on incentive [...]
For some taxpayers, changes in tax law can prompt a reevaluation of giving strategies. Thanks to the OBBBA, qualified charitable distributions may provide more opportunity to maximize giving impact while lowering taxes. Wealth Advisor Brian Tullio was featured in a recent Financial Advisor Magazine article discussing how new tax law makes QCDs more valuable than [...]
While the estate planning process may be similar for everyone, the outcome is unique to every individual and family. In a recent Cleveland Jewish Publication Company article, President and Founding Partner Mark Weiskind, CFP, CPA/PFS (inactive) breaks down some of the possible personalized elements of estate plans. “The level of detail will depend on the [...]
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.
