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Andrew DelMedico, CFP®

Client Consultant

Financial Planning » Changing Your State Residency: Tips for NYS Residents

December 14, 2015 | Tax Planning

New York State (NYS) income taxes are among the highest in the country. Furthermore, while NYS estate tax policy has become “friendlier” over the last couple of years, several states have done away with estate taxes completely. As a result, many NYS residents, especially those “snow birds” who …

Dana Vosburgh, CFP®

Director of Family Wealth Management

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 …

Library » Emerging Markets Investing

March 16, 2015 | Market Commentary

The long-term growth prospects in many of the world’s developing economies are extraordinary, even more compelling when compared to the slow growth of the developed world. The consumer markets in many of these countries are large with rapidly expanding middle-class populations that are seeing …

Library » Defining a Market Cycle

December 05, 2014 | Market Commentary

Introduction Performance measurement is one of the most discussed topics in the investment industry. For example, if an investment has strong returns over the past 12 months, is it a good investment? What if returns are attractive over three, five, or ten years? Before answering this question, …


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