Wealth Builder – Fall 2021 – Take financial stock to make change happen
Whether brought on by the pandemic, a financial milestone or just a new life stage, many of us are looking at major changes like early retirement, moving to a new…
Wealth Builder – Summer 2021 – As the economy recovers, staying the course is more important than ever
You have probably heard that when times are tough – like a recession or market correction – that’s it’s wise to “stay the course.” Ironically, with a recovering economy androbust…
Wealth Builder – Spring 2021 – Tax-smart investing is a year-round affair
Tax is top of mind in the Spring as we face the filing deadline, although it’s often too late to implement any changes that affect the previous year. The truth…
Wealth Builder – Winter 2021 – New year, new normal: what’s the best strategy?
As the new year begins, it’s difficult to know what kind of financial and investing challenges await us. All indications are that we will continue to live with the effects…
Maximizing the Benefit of Philanthropic Giving
For high-net-worth and ultra-high-net-worth families, leaving a lasting legacy through philanthropy is very often a central priority that spans multiple generations. Many of my own clients – and their millennial…
Lower Your Tax Bill Through Charitable Giving
Over the last number of years, my interactions with clients have shown a clear and undeniable trend: today’s investor is moving away from the conventional separation of wealth creation and…
Cash Flow Strategies and Government Incentives in the Time of COVID-19
Business Owners & Self-Employed, As one of my business-owner clients, you have been very much on my mind as the COVID-19 crisis continues to disrupt our economy in far-reaching and…
Recent Market Volatility
By now, you have likely heard in the media or through conversations with friends and family of the recent market volatility experienced the week of February 24th -28th. What a…
Viewstone Investment Team is pleased to announce that Nick Lall has joined our growing team
John Tabet and the Viewstone Investment Team is pleased to announce that Nick Lall has joined our growing team as an Associate Investment Advisor and Insurance Advisor. Our search for…
Are Investors Playing Chess or Checkers?
Today is the final trading day of notional ‘summer’. Notional you ask? Summer technically began on Friday June 21st and ends on Monday September 23rd. For many, summer begins the…