Gretchen Hollstein Named to 2019 List of Top Wealth Advisor Moms
We are pleased to share that our very own Gretchen Hollstein, CFP® was recently recognized as one the 2019 Top Wealth Advisor Moms by Working Mother and SHOOK Research.
Year-End Tax Planning For 2019
As we move closer to year-end, there are numerous tax planning techniques we consider for our clients, depending on each individual situation. In this post, we provide a description of a few of those tax planning strategies, as well as some of the ways we seek to maximize the tax-efficiency of our client portfolios.
Investment Key Takeaways—Third Quarter 2019
Out of the current tug of war between U.S. trade policy and global monetary policy, we see two widely divergent, if not binary, possible market outcomes—a recessionary event or a cyclical rebound. Our client portfolios should be resilient in either scenario.