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How Might Tax Reform Affect Your Estate Plan?

Any time a tax change occurs, it affects more than just your net pay. In the case of the recent Tax Cuts and Jobs Act, Trump’s tax reform bill, we know that it lowers tax rates for individuals and corporations, increases the child tax credit, doubles the standard deduction, and caps or eliminates several deductions. But what does it mean for your estate plan?

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What We Do and How We Can Help

An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. It’s not surprising, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to work for the long-term.

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Why I Love the Investment Management Business

At a young age, I saw just how true the phrase “do what you love, and you will never have to work a day in your life” is. My father was a successful Wall Street leader, and I saw how much he loved his job. He provided a strong and positive impression of the financial services industry, and I was inspired to do the same: pursue a career that allowed me to help others and feel satisfied in what I was doing.

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MLPs: A Compelling Opportunity

Master Limited Partnerships (“MLPs”) experienced a significant sell-off between February and March, marking the 5th and 8th worst months, respectively, since the beginning of 2008 for the asset class as defined by the Alerian MLP Index.

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Decrypting Crypto-currencies

Bitcoin, cryptocurrency, and blockchain technologies have become a hot topic for investors. But how many of us really understand this new digital currency? In this 20 minute presentation, our Head of Research Wayne Yi provides an educational tool to help you familiarize yourself with bitcoins, blockchain, and cryptocurrencies in general.

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