A Donor Advised Fund or Private Foundation: Which is Right for You?

Letizia Lisella and David Bruckman

Wealthy individuals are often philanthropically inclined but must navigate a myriad of options other than a direct charitable gift. Here we address two common techniques: donor advised funds and private foundations.

November 9, 2021

Top 10 Financial Mistakes made by Small Business Owners

Paul Fegan & David Price

Having a banner income year is great, but it is vital to engage in tax planning before year-end. Many taxpayers do not receive proper tax planning guidance and waiting until you prepare to file your taxes the following year is usually too late to reduce your tax liability.

October 7, 2021

Financial Tips for Assisting Aging Parents

Letizia Lisella & David Bruckman

If you have elderly parents, there may come a time you realize they require assistance with their financial affairs.

September 14, 2021

Recent changes to the New York Power of Attorney

Letizia Lisella and David Bruckman

Agents, under the new law, have the ability to make a vast array of financial and legal decisions for the Principal...

August 10, 2021

Happy Thanksgiving & End-of-Year Insights

Giving thanks and ending the fiscal year

November 25, 2020

What Would the Biden Tax Proposal Mean for You?

Elections are full of surprises (Exhibit A: 2016). But barring something extraordinary, signs point to...

November 2, 2020

The CARES Act— How it Affects the Market and your Portfolio

The Coronavirus Aid, Relief, and Economic Security (CARES) Act injected over $2 trillion into the American economy...

October 30, 2020

The Future of ESG Investing

ESG investing is an outgrowth of SCI—socially conscious investing, a paradigm that...

October 30, 2020

How to Screen ESG Investments

The “bad old days” of investing looked at one factor above all—the ability of a company to return...

October 30, 2020

My Merrill Lynch “Grand Experiment:” Breakaway Advisor Reveals Reasons for Curious Move

Financial Advisor IQ

My Merrill Lynch “Grand…

November 26, 2018

Navis Wealth Management Launches with Sanctuary Wealth

AP News

Navis Wealth Management Launches…

November 5, 2018