The Big Picture — The US has a progressive tax system in which gradually higher rates are assessed on higher levels of income. For example, an individual
Fall is a time of harvest. Ready to be picked are bright red apples in the trees, bulging pumpkins in the field and unfortunately, losses in taxable portfolios
What Happened — Despite a great deal of economic and political uncertainty, stocks were solidly higher in the quarter and extended their gains for the year
Last month, President Trump made an executive order creating a pathway for certain “alternative assets” to be included as investment options in 401k plans
At GEM, we often work with several generations in managing families’ wealth. That work can vary, but at the moment we are helping to settle several estates