INSIGHTS
Market Commentary 3/31/2025
By: Matt Garrott When markets are sharply up or sharply down, attention seems to focus on the one asset class that is doing the best. There is a temptation to abandon the diversified financial plan (which will never beat the best performing asset class, by definition) [...]
Brian Tullio Quoted in USA Today
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.
Brian Tullio Quoted in USA Today
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 [...]
Dan Shomper Quoted in U.S. News & World Report
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 [...]
Dina Leader-Powers Quoted in Financial Advisor Magazine
Alternative investments such as real estate, art, and venture capital are becoming even more attractive to high-net-worth clients. However, these investments may come with tax complications. Wealth Manager Dina Powers was recently featured in a Financial Advisor Magazine article discussing how alternative investments impact tax filings and what [...]
Mark Weiskind Quoted in Barron’s
If you have experienced losses due to a federally declared natural disaster, there may be tax implications to consider. Mark Weiskind, CFP, CPA/PFS (inactive) was featured in this Barron's article discussing how to claim a casualty loss and what steps you might need to take this tax season. Click [...]




