Articles & Market Commentary

As the end of the year approaches, it's an important time for individuals and families to review their estate planning and consider potential gifting strategies. While the laws and regulations around estate planning and taxes can be complex, taking...

As the end of the tax year approaches, investors may want to consider tax loss harvesting as a way to offset capital gains and reduce their overall tax burden. Here are some common year-end tax loss harvesting strategies: Realize Losses on Investments:...

As you approach retirement, one important decision you may face is whether to downsize your living situation. Downsizing can have significant impacts, both financially and in terms of your lifestyle. This article explores the key factors to consider...

Retirement doesn't always mean a complete exit from the workforce. Many retirees are discovering the benefits of part-time work, which allows them to supplement their income while still enjoying the perks of retirement. This article explores how to...