Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Date
February 19th, 2025
TIME
11:00 am EST
TOPIC
This session aims to equip financial advisors with the behavioral tools to help their clients make better decisions at the most critical times. Approved for one hour of CFP® CE.
Featured
Market Outlook, Market Updates, Uncategorized
2025 Market Outlook Commentary
January 27, 2025
2024 was a banner year for risk assets, but the rising tide did not lift all boats equally.
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Market Outlook
2025 Market Outlook Resource Center
January 17, 2025
2024 was a banner year for risk assets, but the rising tide did not lift all boats equally.
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Office Hours
Stock Sales vs. Asset Sales
January 27, 2025
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz explores the difference between a stock sale and an asset sale and discusses how the seller of a business may have a better tax result with a stock sale.
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Office Hours
The Tax Benefits of Qualified Small Business Stock
January 27, 2025
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz breaks down IRS Section 1202, Qualified Small Business Stock, and shares the five specific requirements for eligibility.
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Office Hours
How the Market Values a Business
January 27, 2025
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz shares how the market values a business, and how you can help business owners understand the worth of their company.
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Office Hours
Preparing for the Estate and Gift Tax Exemption Sunset
October 24, 2024
In this episode of Office Hours, Senior Wealth Planner Patrick Schultz shares how advisors can effectively prepare their high net worth clients for the impending sunset of the estate and gift tax exemption.
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Office Hours
What Your Clients Need to Know About the Upcoming Election
October 24, 2024
In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey shares a historical perspective on how presidential elections impact the markets.
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Office Hours
Decoding Recent Market Volatility
August 6, 2024
In this episode of Office Hours, Glenn discusses recent stock market volatility and how the upcoming election, inflation, and Fed policy may impact the markets in the coming months.
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