Our Commentary

Our Commentary
Methods for Lifetime Wealth Transfer
Derek Jones
Methods for Lifetime Wealth Transfer
Derek Jones

Younger generations increasingly favor giving assets during life. Strategies include 529 plans, UTMA accounts, trusts, and family partnerships — within tax-gift limits.

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Derek Jones
Methods For Mitigating Concentration Risk
Derek Jones
Methods For Mitigating Concentration Risk
Derek Jones

Holding too much of any one position can leave your portfolio exposed, but there are strategies you can deploy to reduce your risk.

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Derek Jones

In the Press

In the Press
5 Reasons You Should Downsize Well Before You Retire
Quoted in GOBankingRates
5 Reasons You Should Downsize Well Before You Retire
Quoted in GOBankingRates

Downsizing years before retirement helps you adapt to lower costs, free up equity, reduce stress, and create flexibility for a sustainable lifestyle.

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Quoted in GOBankingRates
5 Smart Tax Moves to Make Before the End of the Year
Quoted in Quartz
5 Smart Tax Moves to Make Before the End of the Year
Quoted in Quartz

Some changes are kicking in for the 2025 tax year, and financial experts recommend being proactive now to strengthen your financial position.

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Quoted in Quartz

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Tactical strategies to invest well, save on tax, and live a stress-free financial life.