Estate and Legacy Planning

By emily | May 17, 2021 |

Your legacy means a lot. Protect it by being prepared. In this video, Scott shares the five documents you need to include in your retirement estate plan. You need an…

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Biden Tax Proposal

By Whitney Bond | May 6, 2021 |

The Biden Administration has proposed an increase in the capital gains tax rate and the elimination of the Step-Up in Basis Law. Do you know how it might affect your…

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April 2021 Recap

By emily | May 5, 2021 |

Written By: Dan Moylan, Chief Investment Officer The stock market continues the uptrend with President Biden’s vaccination initiative having a big impact on many economies opening up.  The S&P, NASDAQ…

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