Helping you navigate the market's twists and turns.

In this episode of Office Hours, Head of Client Portfolio Management Glenn Dorsey discusses the markets’ reaction to the “Liberation Day” tariffs and what might happen next.

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.

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.

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.

In this video series, Head of Client Portfolio Management Glenn Dorsey answers advisors' most frequently asked questions. In this episode of Office Hours, Glenn discusses tariffs and their possible impact on the U.S. economy.

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.