Is there a tax-efficient way to give gifts?

We’re occasionally asked by friends, clients and colleagues whether it’s possible to give gifts in a tax-efficient manner. The answer generally depends on the value of the gift, the nature of the asset, and who the recipient is. Cash Gifts Gifts of money...

Trump and Tariffs

If you’ve been following the news, you’ve undoubtedly learned that President Trump has been attempting to negotiate a new trade agreement with China. He has adopted tariffs as his primary tactic to force China to agree to terms he believes are favorable to the United...

What Does Market Volatility Look Like?

It’s often said that investors have shorter memories than a full stock market cycle, so they are perpetually surprised by market booms and corrections. But most investors over the age of, say, 35 today probably remember what is euphemistically referred to as the Great...