by Louis Odette | Nov 15, 2023 | Investment Commentary
Join Erin, Mark, and Louis’ discussion in our Q4 Markets Discussion Video! With growing concerns surrounding monetary policy, rising interest rates, and global conflicts, the team navigates the continuously changing market landscape as we move into the...
by Louis Odette | Oct 16, 2023 | Educational
PLANNING A MOVE? KNOW THE STATES WITH NO INCOME TAX Are you, clients, family or friends planning to relocate from one state to another? Are there appreciated assets intended for sale in the future that would produce a taxable capital gain? 9 states in the US...
by Louis Odette | Oct 9, 2023 | Educational
2023 YEAR-END GIFT PLANNING If you are unfamiliar with various aspects of gifting money or property and are concerned that receiving or making a gift will produce a taxable event, this article will help you. Here we clarify some key information for giving or...
by Louis Odette | Sep 28, 2023 | Educational
These days, it is critical to safeguard your sensitive personal information. Scammers, fraudsters, and other bad actors have developed increasingly sophisticated tactics to obtain your private data and access your finances or steal your identity. Here are a few best...
by Louis Odette | Sep 27, 2023 | Educational
REFRESHER: WINNING WITH CREDIT SCORES Are you familiar with what makes up your credit scores? How you manage your credit usage and account history has a huge impact on your scores. The top 3 numbers in the chart have the biggest impact. Credit scores...
