Legacy Stock Holdings: Preserve, Reposition, or Protect? Making Informed Choices for the Future
Legacy Stock Holdings: Preserve, Reposition, or Protect? Making Informed Choices for the Future Legacy stock holdings—those long-standing, often highly appreciated positions—can be among the most emotionally and financially significant assets in a portfolio. They may have been inherited, accumulated through years at a company, or grown from an early-stage investment into a major position. For […]
Blind Spots: Account Ownership and Beneficiaries
Over the years, we’ve identified a number of common blind spots that clients often overlook—sometimes for decades. In this article, we’ll walk through what these blind spots are, why they matter, and the practical steps you can take to address them. Why This Matters Two closely related but often misunderstood areas are how your accounts […]
Level Up Your Portfolio—Tax-Free—with 1031 Real Estate Swaps
Level Up Your Portfolio—Tax-Free—with 1031 Real Estate Swaps So, it’s time to sell that real estate investment property you own. Maybe the property value has appreciated significantly. Maybe you’re tired of the hassles of property management. Or perhaps you think you can better optimize your funds with a different investment. That’s exciting! But there’s one […]
Trade Wars, Tarrifs and Spending Cuts
April 4, 2025 Summary The market is worried about how recent White House policies will effect the economy. And we agree that there is potential for the economy to slow, potentially into a recession. However, it’s too early for any economic data to reflect the actual effects. Predicting what the policy will actually be – even […]