April 30, 2021
Published by ekiser on April 30, 2021
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At President Biden’s address to the joint session of Congress on April 28, 2021, he discussed the framework of his plan to fund the “American Families […]
April 12, 2021
Published by ekiser on April 12, 2021
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With the Senate divided 50-50, it was expected that any changes to the tax code would need to be accomplished via the use of the Senate’s […]
March 19, 2021
Published by ekiser on March 19, 2021
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We have heard it said that change is inevitable. It is the only constant in life and one change often requires another change. These change factors play […]
January 22, 2021
Published by ekiser on January 22, 2021
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As the sun finally sets on 2020 some may take the time to look back and reflect, ultimately concluding, “I’m glad that’s over.” In a year […]
January 7, 2021
Published by ekiser on January 7, 2021
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After two months, Election 2020 has finally come to an end. The sweep of the Senate runoffs in Georgia by the Democratic candidates will, with Vice […]
November 11, 2020
Published by ekiser on November 11, 2020
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We are just over one week removed from Election Day and the final results of the 2020 election are still being tabulated. Announcements of the initial […]
October 23, 2020
Published by Scott Evans on October 23, 2020
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Previously, as part of our series of articles, The 2020 Estate Planning Trifecta and Sprints, Marathons and Hurdles: Estate Planning Techniques for 2020, we explored short-term […]
August 19, 2020
Published by Scott Evans on August 19, 2020
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In our article, The 2020 Estate Planning Trifecta, we discussed the perfect storm of elements that should drive clients to consider estate planning strategies. These include: […]
July 16, 2020
Published by Scott Evans on July 16, 2020
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By SCOTT M. SIMMONS, J.D., LL.M., Senior Wealth Strategist & Family Office Fellow and By DAVID M. LEWIS, CFA, CAIA, Managing Director & Oxford Investment Fellow Last week, Joe […]
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