by Louis Odette | Apr 9, 2025 | Uncategorized
MARKET RETURNS: It’s not lost on us that the market turbulence over the first few trading days of Q2 has rendered Q1 performance commentary outdated. While prices remain volatile, year-to-date through April 7: foreign stocks have been more resilient than U.S....
by Ann Timoney | Nov 6, 2024 | Uncategorized
Are you, clients, family, or friends planning to relocate from one state to another to help save on living costs? Perhaps you’re considering moving from a state with an income tax, like California, to a state with no income tax, like Washington. We regularly guide...
by Erin Whalen | Nov 5, 2024 | Uncategorized
If you own highly appreciated assets, managing capital gains tax is critical to managing your overall tax burden. Depending on your state, you could over 30% in taxes on gains. Fortunately, by working with your financial advisor and CPA, you can explore strategies to...
by opes | Oct 23, 2024 | Uncategorized
We’re thrilled to share Opes was named a ThinkAdvisor 2024 Luminaries Awards finalist in the innovation category for its proprietary Opes Advantage software. This web-based retirement planning application forecasts potential outcomes of various financial decisions...
by Louis Odette | Oct 2, 2024 | Uncategorized
Federal estate taxes are a critical concern for clients with large estates, often managed through advanced tax planning strategies like the lifetime estate and gift tax exemption. This exemption allows you to pass a specified amount of assets to your heirs without...
by Louis Odette | May 13, 2024 | Uncategorized
MARKET RETURNS: Global equity markets extended last year’s run into the first quarter of 2024 and major indexes made new highs. U.S. large company stocks retained their leadership role, with the S&P 500 posting a double-digit gain. Yet some of 2023’s darlings lost...
