Top Tips to De-Escalate Conflict [Advisors on Divorce]
Communication with your ex-spouse can be challenging. There are hard feelings, they know exactly how to push your buttons – it’s not always the easiest. On our latest, Done […]
Reducing Tax Burden with Capital Gains Distributions
Can you use distributed gains to reduce your tax burden? Capital gains distribution is defined as a payment by a mutual fund or an exchange-traded fund of a portion of […]
Espresso Shots – How to Lower the Tax Burden for Your Beneficiaries
When passing on a significant inheritance, it’s always important to be cognizant of the tax implications you’re putting on your heiresses. We have one strategy for lowering that tax […]
Taxes Considerations After a Loved One’s Death
Although it is morbid to dwell on, the holiday season can see an increase in deaths for a number of reasons. This often leaves people confused as to how to […]
[Special Edition] Cup of Joe – Bi-Weekly Market Recap: What’s In the News & Herd Mentality
Take a look at last week’s market recap from Joe Gallemore, CIMA® Partner & Director of Investment Management for Argent Bridge Advisors. Watch the video now!
How 2022 Tax Changes Impact You
The IRS recently announced the 2022 tax changes. This annual inflation adjustment means new tax-rate schedules, tax tables, and cost-of-living adjustments for several tax breaks. Here’s a quick overview of the 2022 […]
Cup of Joe – Bi-Weekly Market Recap: Global Markets, US Stocks & International and Emerging Markets Updates
Take a look at last week’s market recap from Joe Gallemore, CIMA® Partner & Director of Investment Management for Argent Bridge Advisors. Watch the video now!
Advisor Insights on Roth Conversions [Watch Now]
Leveraging a Roth Conversion can be an invaluable tool to maximize your retirement assets, but it’s not necessarily the best strategy for everyone. So how do you know if […]
Charitable Deductions 2021 | Charles Schwab Donor Advised Funds
Are you planning for your charitable deductions in 2021? Whether you give all throughout the year, or all at once, donating to charity is a wonderful way to support an […]
How a Charity Financial Advisor Helps Your Charitable Giving
Financial advisors can do much more than just help you grow your portfolio. A charity financial advisor can help you improve your charitable giving. Philanthropy seems simple, but a charity […]