Taxes: The Hidden Drag on Investment Returns Taxes are one of the biggest—and often most overlooked—costs in investing. In fact, they can have a greater impact on long-term returns than inflation, transaction costs, or management fees. Recent studies show that taxes can reduce investment re …
Employee Spotlight In his reflective piece, “Faith, Finance, and the Journey: 10 Takeaways from 10 Years,” Bowen Thigpen, CFP® and Wealth Advisor at The Thigpen Group, shares insights gleaned from a decade in the financial services industry. He intertwines personal faith with pr …
I am entering my 11th year in the financial services industry this summer. I’ve never made much of milestones (maybe because I haven’t had enough!), but I never could have imagined what all I have learned in this past decade – so much about life, so much about people, so much about fi …
In a landmark decision on June 6, 2024, the Supreme Court affirmed the lower court’s decision upholding the IRS position on how life insurance proceeds and redemption obligations should be treated for federal estate tax purposes. The case, Connelly, As Executor of the Estate of Connelly v. …
I ran across this article that I had written during Trump’s first term back in 2020 during the Covid crisis. It was a similar period of heightened stock market volatility. People were concerned, and some even afraid. I think the same perspective on life and the long-term nature of mar …
Tax season brings the temptation to file early, especially if you expect a refund. However, filing before receiving all your necessary tax documents can lead to errors, delays, and even the need for an amended return. Here’s why waiting is often the better choice.
We’re thrilled to welcome David Martin as the Director of our new Private Client Group! With over 40 years of experience in wealth management, strategic trust administration, and estate planning, David brings unparalleled expertise to our team.
