Insights

Selling a business is a significant decision with lasting impacts, both financially and emotionally. Whether you're considering retirement, looking to pursue new ventures, or simply ready to pass the reins, understanding the process can help you

Market Performance *As of 9/30/2024 Our Thoughts on the Markets Sometimes a Cut is Just a Cut Source: Ritholtz, Yahoo! Finance, chart as of 7/23/24 The Federal Reserve’s decision to cut interest rates was front and center in September with large

In order to retain the business of a family’s next generation, Coldstream Wealth Management treats them as clients before they actually are. The establishment a relationship with clients' children is crucial to keeping their business once their

As an advisor, what would you do if one of your wealthy and financially conservative clients who was used to flying coach suddenly wanted to skip first class and start flying private? Or, if a client needed help accessing hard-to-find tickets to a

Biden’s new capital gains proposal aims to tax the rich, but really, it may unfairly penalize lifelong entrepreneurs and ordinary investors cashing in on their success. The White House recently released a fact sheet describing its tax proposals for

Review our 2024 Tax Planning Guide

Aaron Hodari, the chief investment officer at Schechter, provides a peek inside the $3.45 billion RIA’s moderately aggressive model portfolio. Schechter Investment Advisors, a third-generation wealth advisory and financial services firm, was founded

A new year portends new beginnings. We’ll get an extra day in February, the Summer Olympics in July and August, and a US Presidential Election in November. While a Leap Year and the Summer Olympics likely won’t impact the stock market, a Presidential

By Mark Schoeff Jr. If Donald Trump wins the White House again, financial advisors predict it will lead to the renewal of tax cuts at the heart of his signature tax legislation during his first term. Earlier this week, Trump won the New Hampshire