Financial Advisor and Tax Consultant

Nature

Checking In After Hurricanes Helene and Milton

BLOG > NEWS With hurricanes Helene and Milton affecting many in the Southeast, it’s essential to check in on those around us. Natural disasters don’t

October 11, 2024

Education

How to get the most of your engagement with your Financial Advisor

BLOG > NEWS Engaging with a financial advisor is significant for both the client and the advisory firm. Considerable time, effort, and resources are invested

September 24, 2024

Estate

Should individuals with disabilities contribute to their 401K? Balancing Retirement Savings and Medicaid Eligibility

BLOG > NEWS A common question arises for individuals with disabilities who enter the workforce: Should they contribute to their employer’s 401(k) plan, especially when

September 24, 2024

Proxy Vote Update: ESS Tech, Inc

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Materials rF Voting Results:

August 14, 2024

How Japanese Interest Rates Affect U.S. Stock prices

BLOG > NEWS The sudden downward lurch in the stock market shone a brief spotlight on something called the Yen carry trade, which was cited

August 20, 2024

Proxy Vote Update: ALPS Disruptive Technologies ETF

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting

July 15, 2024

Proxy Vote Update: Kyndril Holdings, INC.

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. Annual Report.

July 9, 2024

Proxy Vote Update: Fidelity 500 Index Fund

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting

July 9, 2024

Proxy Vote Update: Fidelity Contrafund

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting

July 9, 2024

Proxy Vote Update: Planet Labs PBC

Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. Annual Report. ESG

July 9, 2024

Checking In After Hurricanes Helene and Milton

How to get the most of your engagement with your Financial Advisor

Should individuals with disabilities contribute to their 401K? Balancing Retirement Savings and Medicaid Eligibility

Proxy Vote Update: ESS Tech, Inc

How Japanese Interest Rates Affect U.S. Stock prices

Proxy Vote Update: ALPS Disruptive Technologies ETF

Proxy Vote Update: Kyndril Holdings, INC.

Proxy Vote Update: Fidelity 500 Index Fund

Proxy Vote Update: Fidelity Contrafund

Proxy Vote Update: Planet Labs PBC

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