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Author Archives: Steve Storey

Four investment mistakes that can send you back to work

Many are starting this new year with a new chapter: retirement. If you’ve been a disciplined saver and taken advantage of tax-deferred plans, you’ve done a lot to get ready for this new, exciting life stage. And if you’ve been ...

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Year-end tax planning ideas for individuals (access required)

Year-end tax planning for 2019 takes place against the backdrop of legislative changes that occurred in late 2017 that fundamentally altered the tax rules for individuals and businesses. The Tax Cuts and Jobs Act (TCJA) was the largest tax law ...

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Three ways to take the wheel on charitable giving

With external dynamics like tax reform and the rise of socially responsible investing shifting the philanthropy landscape, there are more ways than ever for high-net-worth (HNW) individuals to make an impact in their community. Wanting to give back is one ...

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Are you prepared for a successful descent?

According to a study put out by the Pepperdine Private Capital Market’s report, the number one reason business owners contacted a broker or investment banker to sell their business in 2018 was due to retirement. Most business owners approach planning ...

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