Investment Strategy

Tax Planning Capital gains tax deferral on investment property sales One of the benefits of purchasing property as an investment is the tax benefits that can come with it – both while you own it and after you sell. Applying tax-efficient strategies will help you make the most out of your investment property. Most such […]

Markets & Investing A look inside why more Americans are turning to lifetime income. Annuities can provide a guaranteed lifetime income stream in retirement, no matter how long you live. They thrive under high interest rate environments and are currently offering the highest payouts seen in years. Recent market trends have led to a surge […]

Markets & Investing December 20, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways A soft landing should ensure the expansion enters a fifth year Despite slower job growth, the unemployment rate should stay low Solid earnings growth and a resilient economy should support U.S. equities Happy Holidays! As the page for […]

Markets & Investing December 16, 2024 Strong equity market performance this year has provided a welcome boost to the total market value of many investment portfolios. As we approach the start of a new year, it is a good time to take a fresh look at your portfolio to ensure that it still aligns with […]