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Providing our clients with valuable information on market trends, investment topics and other interesting considerations is an important part of our practice. We invite you to explore the articles below and contact us to discuss any of these topics in more detail.

Wealth planning (5)

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The Art of Wealth Transfer and Questions to Consider: Part 2

 May 31, 2023 |The Baum Jackson Investment Group

Wealth transfer is a difficult and emotional process. Consider the following topics as you begin to create your wealth transfer plan.

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Family walking along beach

The Art and Science of Wealth Transfer: A Multipart Series

 Apr 21, 2023 |The Baum Jackson Investment Group

Important topics to consider when transferring assets to the next generation.

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Behavioral Economics vs. Traditional Economics

 May 04, 2022 |The Baum Jackson Investment Group

Buy low and sell high or buy high and sell low? One of the key questions differentiating behavioral and traditional economics.

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Charitable Giving: What's the Best Approach?

 Dec 16, 2021 |The Baum Jackson Investment Group

If charitable giving is something that is important to you, it is worth considering the best structure and source of funds for your gifting.

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Capital Gains Distributions: The Season of Giving

 Nov 29, 2021 |The Baum Jackson Investment Group

Capital Gains Distributions. This time of year you may receive an unwanted surprise. Why it happens and what you can do.

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