Wealth Management Newsletter - June 2019
If you're like us, you waited all winter for the warm, sunny days of summer, only to be greeted by what seems like an endless string of gray and rainy days.
Wealth Management Newsletter - March 2019
Spring, we thought it would never arrive! And as of this writing, it really still hasn't, except on the calendar. Watching the change of seasons is one way to mark the passage of time. Watching the changes in the markets is another. In this letter, David Brinkman talks about the last 10 years in the U.S. large company market, along with a few examples of the importance of tax-efficient investing.
Wealth Management Newsletter - December 2018
As we all celebrate the holidays at this time of year, it often involves gifts. When we struggle to find that one perfect gift for someone, it's always
Wealth Management Newsletter - September 2018
Most of us picture the image above when we hear the word harvest. But when it comes to your portfolios, there's a very different definition of the word that can make all the difference for you at tax time. Our team member, Alissa M. Shawl, has written the article below to explain what tax loss harvesting means for the average investor.