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Kevin Swanson Discusses Tax Management for Portfolios with U.S. News & World Report
Congress is currently negotiating possibly raising tax rates for individuals, corporations and capital gains. While the results of these negotiations remain unseen, it is important for investors to thoughtfully prepare…
Kevin Swanson in U.S. News & World Report: What Is an Investment Policy Statement?
In the world of wealth management, one way advisors can help their client families pursue long-term financial wellbeing is by using something called an investment policy statement. Simply put, an…
Kevin Swanson in Family Wealth Report: Why Tax Increases Should Not Dictate Wealth Plans
Despite the strong likelihood that taxes will increase for wealthy families, taxes should not be the dominant factor when creating estate, wealth transfer and investment plans. To learn more about…