Year-End Checklist
Personal Changes
- Did you sell a major asset like your home, business, or other real estate?
- Did you transfer any major financial
Market Commentary – Stocks Held Firm in Q3 Despite Increased Global Concerns
The lyrics to Billy Joel’s hit, “We Didn’t Start the Fire” lists more than 100
Too many wealthy households commit these common blunders.
Provided by Daniel A. Cesta
Many people plan their estates diligently, with input from legal, tax
Market Commentary – Stocks Remain Resilient Despite Rising Volatility
Volatility returned in the second quarter, as uncertainty regarding U.S.-China trade
Do the financial services you’re receiving from your financial advisor/broker include tax return preparation and trust drafting for one fee?
Would you like to
Looking for a little extra income for four years? Born on or before Jan 1, 1954? Then you may be in luck.
Background: Those who reach their full retirement age
Market Commentary – A Strong Start to the Year, but Risks Remain
After suffering their worst December since the Great Depression, stocks had their best first
Written By: Daniel A. Cesta, CPA, CFP®, MST
As you gather your 1099s and other tax documents in preparation for April 15th, now is also a good time to conduct
Written By: Daniel A. Cesta, CPA, CFP, MST
As wealth managers to high-net-worth individuals and their families, we are frequently asked by prospective
Market Commentary – Market Headwinds Cause Historic Volatility
Is this as good as it gets? Will we have a recession in 2019? Where will we go from here? The
