Understanding Appreciated Assets
What are appreciated assets? Capital appreciation is a rise in an investment’s market price. This is the difference between the purchase price and the selling price of an investment. For […]
Valuing & Selling Jewelry [Espresso Shot]
Big life changes, such as a death or divorce, often are the catalysts for selling jewelry, but it can be hard to know where to start or to know […]
Hiring a Forensic Accountant [Advisors on Divorce]
There are many professionals you can stack on your team to help you through your divorce process – a Certified Divorce Financial Analyst®, mediator, estate attorney, tax attorney, and […]
Taxes & Divorce: Dividing Carryover Losses
Divorce is often a complicated process. It often has far-reaching impacts that many people fail to predict. Divorce and taxes can be tricky to navigate. Who takes the carryover losses? […]
Abundance Planning: Prepping for 2022 [Watch Now]
At Argent Bridge Advisors, we value an abundance mindset. Focusing on what you have and what you have accomplished is the first step to thinking abundantly when planning – […]
Cup of Joe – Bi-Weekly Market Recap: Preparing to Close the Year
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!
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 […]
[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!