Donna Judge Named as a Forbes 2021 Top Women Wealth Advisor
Donna Judge has been named to Forbes list of Top
Women Wealth Advisors in 2021. “We are proud to have
Donna not only represent our firm but also our industry,”
said Jerry Lombard, President of the firm’s Private Client
Group.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
December Investment Perspectives
Find out which sectors stand to benefit post-election, the tax-loss harvesting opportunities in December, and prospects that lie ahead for the market.
