Receiving an inheritance 

Millennials are set to inherit large amounts of money in the near future. It’s important to consider:

  • What type of assets your inheriting
  • What the tax treatment of those assets are
  • When and how to distribute those assets
  • How to best utilize those assets

Our team can help you through this process and develop a plan as to how to use this money. We consider different options including:

  • Paying down/off debt
  • Saving for retirement
  • Using for college education
  • Fund charitable goals

Let us help you!

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If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Matt Jackson, CFP®

Financial Advisor

480-609-4902
Email | |

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Weaving the threads of U.S. equity outperformance

Jul 11, 2024 | Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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