February 2020

Coronavirus, Corrections, and Consistency in Investing

Investment Management / By Neelesh Champaneri, CFA®, CAIA®

We would like to provide you with a brief update to share our thoughts on the coronavirus and its impact for investors.

Maximizing the Tax Benefits of Charitable Giving

Tax Planning, Trust & Estate Planning, Wealth Management / By Annrose Isaac CPA, CFP®, MBA

Recent changes in income tax laws have made it even more important for you to be strategic with your charitable giving during the year so that you can maximize tax benefits while supporting your favorite charities. As you contemplate gifts to your favorite charities in 2020, keep in mind that strategizing early in the year …

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Wealth Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the wealth management plan and our role as wealth advisors, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the wealth management plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.