What I Learned About Family Loans from Watching Gilmore Girls Intra-Family Loans Can Serve as a Great Wealth Transfer Strategy Erin Itkoe, CFP®, CPA®/PFS, Director of Client Experience/Senior Wealth Counselor One of my all-time favorite TV shows is Gilmore Girls....
[vc_row][vc_column][vc_column_text responsive_align=”left”] New 2018 Medicare Surcharges Medicare Part B and D Premium Increases By Norm Miller, former Senior Wealth Manager at Versant Capital Management (retired) The end of the year, tax news was...
Loss aversion and our addiction to short term gratification Mitchell Barr, Client Associate The holidays are finally upon us and that can only mean one thing: It’s time to overindulge in all your favorite holiday dishes. Bring on the calorie bomb that has two sticks...
[vc_row][vc_column][vc_column_text responsive_align=”left”] Cryptocurrency/Blockchain Technologies as an Investment Why it’s a Speculative Market Tyler J. Scott, Research Analyst Extrinsic vs Intrinsic Value Current cryptocurrency valuations are fueled by...
[vc_row][vc_column][vc_column_text responsive_align=”left”] 2017 Year-End Tax Planning Opportunities Tax Reform Uncertainty Norm Miller, Senior Wealth Counselor The end of the year is fast approaching and it will be filled with holiday celebrations with...
How behavior is contributing to the meteoric rise of cryptocurrencies Mitchell Barr, Client Associate In the movie Old School, Will Ferrell’s character is a middle-aged man named Frank who’s reliving his college glory days. My favorite scene is where Frank has a few...
