Everyone is talking about the election.  We get questions daily from clients and others about how the election is going to impact their portfolios.  We understand that it feels a bit frightening, even anxiety inducing.  So we want to share some thoughts from our firm and our partners about how elections impact markets and what […]

Giving makes us happy. But knowing how, when and how much you can really afford to give can be worrisome. Join us for a conversational workshop to talk about income and tax issues that worry us as we age. We will address issues like: Living gifts Charitable giving opportunities Cost basis Distribution strategies Estate planning […]

A Qualified Charitable Distribution (QCD) can be a great way to donate to a charity and reduce your tax burden at the same time.  QCDs are taken from your Required Minimum Distribution, RMD, which is the distribution you are required to take from your Traditional IRA every year after your turn 73. As part of […]

Join us for an evening of all things women and investing. We will celebrate our progress, look at how wealth will transfer to women in the coming years, and how to strategically position assets and resources to support women. We are excited to host this dinner with our friends at Calvert Funds dedicated to harnessing […]