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You Are Invited to: Navigating Your Medicare

May 23, 2024 12:00 PM Central Daylight Time - May 23, 2024 01:00 PM Central Daylight Time
Location To Be Determined

Medicare is a complex program with many policies and enrollment processes that can be difficult to understand and navigate. This session will help you understand the guidelines related to Medicare benefits and help you make decisions toward your financial security in retirement.

Social Security Seminar

Apr 25, 2024 12:00 PM Central Daylight Time - Apr 25, 2024 01:00 PM Central Daylight Time
Location To Be Determined

Please join us for an educational webinar on Social Security strategies for all ages and building tax-considerate income strategies for your future. We will discuss how Social Security benefits are calculated, how spousal benefits work and how to maximize your benefits.

The Great Sunset

Mar 28, 2024 12:00 PM Central Daylight Time - Mar 28, 2024 01:00 PM Central Daylight Time
Location To Be Determined

In a few short years, many high-net-worth Americans might be surprised by the possibility of a larger estate tax liability, as well as other significant tax changes with the 2017 Tax Cuts and Jobs Act (TCJA) expiring, or “sunsetting,” at the end of 2025. Join RBC Wealth Management’s Robert Stern, ultra-high-net-worth strategist, to learn more about what expires with the sunset and how we can help support your estate planning surrounding these impending changes.

Welcome to our team website

Helping you achieve financial peace of mind is our top priority. We use a conservative style of portfolio management with the belief that it is better to strive for consistent returns rather than expose the portfolio to high risk. By focusing on proper asset allocation and quality investments, we strive to match the financial objectives and risk tolerance with the people we serve.

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Become a client

If you are not already a valued Galbraith Investment Group client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Meet the team

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Learn more about the Galbraith Investment Group.

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)
On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)
On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)
Monthly, beginning May 2024

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

Latest Insights

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The fine, frustrating U.S. equity rally

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

Read more