When children reach the age of majority (18 in most states), the control that parents have over financial and healthcare decisions ends. What happens if there is an emergency and your child cannot act on their own behalf to make medical or financial decisions? If you have children nearing age 18, now is the time […]
Today our families are complex. There are children and stepchildren, blended families and half siblings. Who gets what when the parents are gone can become a protracted fight if the appropriate plan isn’t in place. So how can you be sure your assets will pass to the intended recipients at the time of a transition? […]
Barbara Archer recently presented at the Barron’s Top Independent Women Advisor’s Summit held in Palm Beach Florida. Barbara joined Deborah Stavis of Stavis & Cohen and Annie Tronoski of Park Sutton Advisors to discuss “Mergers and Acquisitions: What Works and Why.” Barbara was honored for the fourth time on the 2018 list of Barron’s “Top […]
Not KFC. Not QFC. A QCD, also known as a Qualified Charitable Distribution. With the changes to the tax code for 2018, it’s possible that your charitable contributions will no longer result in a reduction of your tax liability. The Joint Committee on Taxation estimates that 94% of households will claim the standard deduction in […]
With a number of tax changes new for this year, we have compiled a comprehensive reference guide to all things tax related. Please click here to view the guide!
Tax reform is on the minds of individuals and businesses as we enter the final weeks of 2017. The Conference Committee last week reconciled differences between the House and Senate versions of the Tax Cuts and Jobs Act of 2017 to produce a unified piece of legislation, which passed the Senate Tuesday night and the […]
Watch Omar Qureshi discuss the new tax bill on Fox 2 News in the Morning. Click here for the video!
Barbara Archer recently participated in Barron’s 5th annual Health and Wealth Roundtable, discussing Medicare, Parts A , B and D and Long Term Care. These are some of the most misunderstood elements as you approach retirement. This article sorts out some of the basics to help you address issues you may be facing. We thought […]
The Pacific ocean’s renown El Niño/La Niña (location of warm water) cycles, though not 100% accurate, have proven to be strong early indicators of upcoming global weather trends. They are a perfect example of one of life’s most observable characteristic of life. That being the reality that, macro weather patterns, though highly variable, many things […]
HighTower St. Louis advisor Laura Boedges was interviewed by the St. Louis Business Journal on what investors should be doing to be financially secure. Find the full article here!
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
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