The lifetime gift tax exemption applies to all the taxable gifts an individual makes during life, and it also applies to assets left upon that individual’s death. In 2021, that lifetime exemption is $11.78 Read More
Estate taxes can have a significant impact on what your beneficiaries receive, and recent changes (and speculation about changes) to tax law make now a good time to review your estate planning. Recent legislative Read More
When it comes to women and investing, there are quite a few myths and stereotypes that have been perpetuated through the years. Here we look at what the data really say about female investors. Read More
Before we even start on a financial plan, we work with you to understand your goals, family, lifestyle and more. This process allows us to deliver a personalized, relationship-based approach to creating your plan.
We use the Nobel Prize-winning Modern Portfolio Theory, which is a calculated and disciplined approach to investing in a portfolio of assets that looks at expected returns, risk, correlations and other statistical measures.