What is Tax Loss Harvesting?
In the eternal quest to achieve portfolio optimization, tax loss harvesting has become a popular concept among investors these days. But what exactly is tax loss harvesting? And is it a sound strategy for your portfolio—or just another industry buzzword? Below, we’ll break down this concept, explore how it works, and reveal why it can […]
To Build a Successful Firm, You Must Invest in a Healthy Employee Culture
Advent Partners’ Managing Partner Jim Dunlop was recently featured in InvestmentNews. In his article, Jim shares how investing in a strong firm culture has transformed our team, boosted morale, and helped us attract top talent. His insights highlight why intentional culture-building isn’t just good for employees—it’s a key driver of business success. Read full article […]
How Do Charitable Donations Affect Taxes?
It goes without saying that charitable donations are a meaningful way to support causes you care about. But understanding how charitable donations affect taxes is a crucial component of having an effective financial plan for you and your loved ones.
7 Financial Habits of Being a Good Steward
Being a good steward is about managing the resources you have—whether it’s time, money, or talents—in a way that aligns with God’s principles and brings glory to Him.
How to Pay Yourself as a Business Owner: Know Your Options
In your business, employee payroll probably runs like a well-oiled machine. But, as the business owner, how can you be sure you’ve devised the best plan to pay yourself?
Unlocking Complexities of Succession Planning
By Ed Gruveregruver@bridgetowermedia.com Business succession planning can be complicated. “If I were to look at it as a decision tree, the first decision is, ‘Am I selling it or am I transferring it to someone in my family? If I’m selling it, who do I want to sell it to? Are there people I know […]
A Guide to Giving: 5 Ways to Make Charitable Contributions Go Farther
By Jamie French It’s officially the holiday giving season – the busiest time of year for making contributions to your favorite charitable causes. But before you donate this year, know that taking a smart approach to giving can strengthen your own financial security and allow you to make an even greater philanthropic impact. To read […]
How to Build a High Net Worth Tax Strategy: A Starter Guide
If you’re a high net worth individual, having a robust tax strategy is about more than just compliance; it’s about proactive wealth management.
Donating Stock to Charity: How Does It Work?
Donating stock to charity is easier than it sounds. Learn how the process works and the two tax benefits you can earn from just one donation.
Correction vs Bear Market vs Recession: What’s the Difference?
A market correction, bear market, and recession are not the same thing. Learn how to spot the differences and financially prepare for all three.
