Insights
Featured
Meet an Advisor: Clark Kendall
January 11, 2025
Evan Harp sat down with Clark Kendall to discuss how his firm helps middle-class millionaires steward their wealth. Read about...
Learn More
The Economics of Tax-Loss Harvesting
November 17, 2023
’Tis the season when many financial services professionals look at the best way to offset the taxable dividend distributions their...
Learn More
Charitable Contribution Complexity
November 17, 2023
If you donate money to somebody in need, you can write off that gift on your tax returns, right? If...
Learn More
The Looming Revert
October 25, 2023
Nobody is talking about the fact that the tax provisions in the Tax Cuts & Jobs Act of 2017 are...
Learn More
The FDIC’s Dilemma
September 26, 2023
Pssst? Want to buy a low-interest bond? That’s basically what the Federal Deposit Insurance Corp. is saying to investors, who...
Learn More
Would You Want to Live Back in the Good Old Days?
September 26, 2023
The phrase ‘good old days’ suggests that we’re not living in the best time in history, but it often begs...
Learn More
Financial Planning / Investment Strategies / Market Updates
Common Financial Phobias
September 20, 2023
According to a recent survey, more than half of all Americans fear for their financial futures. Another study says that...
Learn More