Search Results
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Four Approaches to Lessen Taxes on Your Investment Gains
Taxes are on investors' minds this time of year. While they're a fact of life and we shouldn't let the tax tail wag the dog, Portfolio Manager Kyle Tripp shares in this week’s investment commentary four strategies to help minimize them.
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Understanding Changing Rules for Inherited IRAs
The regulatory and tax landscape around inherited retirement accounts has changed significantly in just a few years. In this week’s Wealth Insights article, Brian Schaefer shares how the new rules could affect your estate plan and tax planning.
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College Savings Strategy: A Dad/Portfolio Manager’s Perspective on Giving, Debt, and Financial Wisdom
As parents prep for back to school, Eric Bernal writes about how he—as a portfolio manager and father—made sure that his kids were prepared financially for college and beyond. Through custodial accounts, 529s and more, Eric shares tips for how to save for college and other expenses.
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4 Strategies to Lessen Taxes on Your Investment Gains
Taxes are on investors' minds this time of year. Discover 4 key strategies to lessen taxes on your investment gains. Set a tax budget, optimize asset location, choose tax-efficient investments, and use tax harvesting.
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Green Bay Prepares for the 2025 NFL Draft: A Boost for Local and State Economies
Investment Analyst Drake Dorfner writes how the NFL Draft—scheduled for next week in Green Bay—isn’t just something for football fans to be excited about… it’s likely to be a boom to the Green Bay and state economy as well!
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Details Matter in Roth IRA Conversions
"Roth IRA conversions can be a tax-savvy move, especially when executed during years of low income or down markets. But they’re not a one-size-fits-all solution,” shares Wealth Portfolio Manager Kyle Tripp in the week’s Wealth Insights article.
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The Importance of the Conductor: Casting the Role of Trustee
A great legacy plan creates a connection between the person who created the plan and later generations. Those that come later may have never met the creator but are connected to that person through the story the plan creates. Therefore, the person responsible for having the skill to deliver the plan flawlessly in a way that delivers the values and beliefs that a great legacy plan is built upon is a trustee who has a unique combination of expertise, objectivity and empathy.