Resources

2023 has been a very interesting year. Tune in for our in-depth insights into what Q3 brought us.

For high net worth individuals, philanthropy offers a powerful way to make a positive impact on the world while also potentially providing tax benefits and leaving a lasting legacy. However, navigating the complex landscape of charitable giving can be a daunting task.

Online scams have evolved into sophisticated schemes that prey on unsuspecting victims, making it crucial to equip our loved ones with the knowledge and tools to navigate the digital world safely.

Listen into our commentary for the 2nd quarter of 2023 right here!

To counter the effects of lifestyle inflation on retirement savings, it's important to adopt mindful spending habits. Regularly reassessing your financial priorities, setting a budget that allows for saving and investing, and resisting the temptation to inflate your lifestyle every time your income increases are sound ways to do so.

Wondering about capital gains tax but not sure where to begin? Unlike income or sales tax, capital gains tax is a complex tax concept that can be difficult to grasp at first, but like any savvy investor knows it's important to be familiar with it as it can impact your finances significantly! In this short video, we will cover the basics of capital gains tax, what it is, how it works and how it might help you.