Have you considered selling your investments, given the current market conditions? Partner Alyson Nickse advises keeping your investments in a recent NextAdvisor article. She encourages investors not to sell and to look for opportunities to buy more to maximize their returns this year. Read the full article for more tips on navigating the current market here.
Tax season is upon us and while new federal tax changes have stalled, high-net-worth individuals could still see significant changes ahead. Recently, Alyson Nickse, wealth manager and partner, spoke with Financial Advisor about the tax shifts we may see this year and strategies high earners can implement to reduce their tax liabilities.
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https://youtu.be/gruU9RrC2Qk