Managing earnings tax efficiently may be as important as the compensation package itself.  Every year, we hear about the highest paid executives with the biggest bonuses, salaries and raises. Perhaps another interesting question in addition to “how much?” is “how?”...

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments.  While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that...

How to maximize your impact through long-term support. Giving can offer a great sense of fulfillment, and a way to make a difference for others while supporting causes you’re passionate about. Endowments are among the many ways your philanthropy can take shape – they...

Consider the benefits of an uncomplicated, tax-savvy way to give back. Giving can create positive change in people, institutions, and communities. It sustains a multitude of worthwhile organizations, launches innovative new ideas and gives us a sense of fulfillment. A...

The connection between financial wellness and health can have benefits for your employees and your business. The connection between health and wealth is more than a Benjamin Franklin quote. It turns out that saving and investing for retirement, preparing for major...

Raymond James Managing Director, Washington Policy Analyst Ed Mills notes that the reality is the 2024 Presidential Election is likely to come down to a small number of voters in key swing states.  A series of unprecedented and historic events has completely shifted...

Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework. You’ve achieved a certain level of success, and you understand that the privileges of significant wealth come with challenges in equal measure. Among those...

Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision. With all you’ve put into building your wealth, you deserve to get the most for its future. That starts with a team. Working with experienced...

“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations. For people looking to build a balanced retirement savings portfolio, a Roth IRA can serve as a great companion to an employer plan such as a 401(k). But if you...

Customization that serves the multifaceted needs of private wealth. Your financial requirements are multifaceted, necessitating strategies tailored to your specific needs. Structured lending can be a valuable addition to a high-net-worth individual’s financial plan,...