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Wealth Planning
First Quarter 2018 Insight
Our Investment Strategy & Research team continues its comparison of investing to gambling, both of which combine chance with skill. Learn how to recognize when…More
Wealth Planning
5 Common Tax Myths Debunked
As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax…More
Wealth Planning
How to Maximize the QBI Deduction
The new qualified business income (QBI) deduction provides a new reason for small business owners to reconsider how they distribute profits to themselves. Learn why…More
Wealth Planning
3 Questions to Define Your Legacy
Leaving a legacy is about more than just giving money. It’s about the influence you have on others. We all leave a legacy to some…More
Wealth Planning
2018 Tax Planning: 10 Steps to Take Now
With the new tax law, year-round holistic tax planning and a sound understanding of your income and deductions can help you identify opportunities and strategies…More
Wealth Planning
Cybersecurity After Equifax
The combination of big-data techniques and massive data breaches means that all consumers, especially the wealthy, are at risk for targeted and sophisticated attacks on…More
Wealth Planning
Fourth Quarter 2017 Insight
It may seem like investing is akin to gambling. Although luck certainly plays a role when it comes to investing, we believe skill determines long-term…More
Wealth Planning
Understanding the New Qualified Business Income Deduction
The new deduction for Qualified Business Income, also known as pass-through income, is one of the most complicated provisions of the tax act. Ray Edwards…More
Wealth Planning
Optimizing Your Mortgage Under the New Tax Law
The tax act cuts the amount of home loan interest you can deduct from your income taxes. Should you still get a home loan? Wealth…More
Wealth Planning
What Grandparents Need to Know About Paying for College
The gift of higher education is one that can have a long-lasting impact on your grandchild’s future. But what’s the best way to go about…More
Wealth Planning
What’s Next After Early Success?
Reaching financial success from your hard work at a young age may leave you feeling a bit lost. Learn how to set a new vision…More
Wealth Planning
Congress Passes Tax Overhaul for 2018
Congress moved at a swift pace to deliver a tax overhaul bill to President Donald Trump. The House of Representatives and Senate made a number…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
