With the unfolding Russia/Ukraine war, commencement of the U.S. Federal Reserve’s long expected monetary policy change to hike overnight interest rates, widespread concerns over shortage-induced price increases for energy and food, and further COVID-related lockdowns in China, these conditions have produced a high degree of uncertainty to start 2022 and have caused material adverse financial market conditions along with elevated price volatility.
Jon Garlow
We would like to commence our first of the year message by offering gratitude and sincere appreciation for our clients during this past year filled with so many unknowns.
On Friday, December 17, 2021, the Wall Street Journal reported that enterprise software giant Oracle was in talks to purchase…
“Charitable giving may not be the first reason someone consults an advisor, but it’s an area where they can help…
The end of the year is nearly upon us. While we focus our attention on the spirit of the holiday season, it’s also a great time to assess important aspects of your tax situation. Below is a short list of year-end reminders.
Because all investing involves some form of risk, and every person has a varying level of comfort with it, we emphasize to clients the importance of understanding, balancing, and mitigating risks where possible.
The independent fiduciary model is more attractive than the wirehouse prototype...
Client Estate Planning Concerns In Light of Current Tax Proposals
Andrew Beil, CFP® Joins StrongBox Wealth as Wealth Advisor Lee’s Summit, Missouri – Andrew Beil, CFP® (Certified Financial Planner) joined StrongBox…
Financial Advisor IQ’s Josh Azar writes, “President Joe Biden’s tax proposals have been a frequent topic of conversation among advisors…