Exploring Common Wealth Transfer Strategies

Reading Time: 3 minutes The process of transferring wealth from one generation to another is a delicate and impactful decision, and there are several strategies that you can pick from to do so. Research shows that 70% of family wealth is lost by the second generation,...

January 2023 Market Update: Q4 2022 Recap & Q1 2023 Outlook

Reading Time: 7 minutes Recapping A Challenging 2022 Markets faced several challenges in 2022, including high inflation, historic central bank policy, the war in Ukraine, and Covid lockdowns in China. Inflation was a significant factor in the markets throughout the...

Mutual Funds are in the Red. Why You Still Might Owe Taxes on Gains

Reading Time: 3 minutes Let’s face it. If you have any level of exposure to traditional assets, such as stocks or bonds, 2022 has been unpleasant. Equities closed at all-time highs in 2021, then steadily declined in 2022. Bond investors have arguably had it worse,...