During this festive season, we are filled with gratitude for the opportunity to serve as your wealth management partner. Thank you for your continued trust in us. We wish you an abundance of joy throughout the holidays and the year to come.
In the hustle and bustle of the holiday season, don’t forget that tax time is right around the corner and the opportunity to implement year-end tax strategies is limited. Contact us today to discuss how we can work with you and your tax advisor to help reduce your 2018 tax liability.
While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.
Receiving an inheritance can be a difficult process at an emotionally challenging time—and our 2017 Wealth Transfer Report: Lasting Legacy found that most inheritors were generally unsupported and unprepared to receive an inheritance. That’s why it’s critical to have a comprehensive plan in place to provide guidance at a difficult time and help ensure that your heirs carry on your legacy for generations. Learn more about wealth transfer planning and contact us to discuss how we can help you preserve your wealth for generations.
If you are not already a valued 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.
Learn more about The Salzman Zimmerman Group.
December 12, 2018
December 3, 2018
December 10, 2018
Fixed Income Interest Rate Market Monitor
October 29, 2018