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Financial Planning
Tax-Loss Selling Considerations for Investors at Year-End
November 13, 2015 | Tax Planning
As the end of the calendar year approaches, many investors with taxable investment accounts that have realized capital gains during the year consider selling their stocks and/or bonds that are currently at a loss, to offset the gains and reduce the tax consequences. Typically, an investor will …
The Basics of Estate Planning, Part 1
September 15, 2015 | Estate Planning
Veronica Van Nest, Senior Wealth Management Consultant, defines estate planning and explains what you need to do in order to create an estate plan.
Audience
IndividualsOur Approach to Tax Management
September 01, 2015 | Tax Planning
Dana Vosburgh, the Director of Family Wealth Management, addresses how we manage money to reach investment goals while also remaining conscious of tax implications.
Audience
Individuals