Have you heard the saying, “It’s not what you make that matters, it’s what you keep”? When considering any financial move – you must look at the possible tax impact. #taxes #taxplanning #financialadvisor
关于我们
We provide comprehensive advice and plans to help enable our clients to live their best lives. - We believe getting the most out of your life begins with understanding where you are going. Whether you want to save for your children’s education, start a company or spend more time enjoying your financial freedom and less time worrying about the future, we can help. Our goals-based planning approach is focused on helping you enjoy your life now, and in the future. - Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment Adviser.
- 网站
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https://www.hightoweradvisors.com/team/htgreatlakes/overview
Hightower Great Lakes的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Valparaiso，IN
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Generational Wealth Transfer Planning、Estate Planning、Tax Planning、Investment management、Wealth Management、Charitable Gift Planning、Personal and Business Tax Planning、Comprehensive Risk Management、Impact Investing和Financial Education
地点
Hightower Great Lakes员工
动态
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This week’s Well-th Notes: Corporate executives are cautiously observing President-elect Donald Trump’s plan to impose heavy tariffs on imports, Target shares plunged 20% after missed earnings and revenue expectations, Conan O’Brien to host the 97th Academy Awards, and more: https://bit.ly/3ZhRiC1
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Retail spending in October remained above trend with improved data for September. Let us think about the big picture: over the last three months, annualized retail sales are up 4.6% y/y. This compares to the 20-year average increase of 4.2% y/y: https://bit.ly/4119X6E
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Tuesday morning, Ukraine fired U.S.-made ATACMS missiles toward Russian weapon arsenals, the first time such an attack has taken place since the beginning of the war on February 24, 2022. To note, the U.S. giving the go-ahead to Ukraine was likely in retaliation to Russia deploying North Korean troops into the war: https://bit.ly/49hM4tH
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Tax planning is an all-season activity, but year-end provides the urgency that many need to focus on and unearth any additional opportunities for the current tax year and beyond. In this blog post, we share some opportunities to discuss with your advisors before 2025: https://bit.ly/4fSP2GU
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Markets pulled back last week following the U.S. presidential election and the November Federal Open Market Committee (FOMC) meeting as investors focused on what the Trump Administration will look like for growth and inflation: https://bit.ly/40W6UfM
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When considering any financial move – you have to look at the possible tax impact. And there are many strategies that can help you keep more of your hard-earned money for yourself, your family, and in your business: https://bit.ly/3Ye4pCI
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This week’s Well-th Notes: the House passed the bipartisan Social Security Fairness Act, Amazon’s new fixed pricing for Prime members on products that compete with direct-to-consumer marketplaces, this year’s Grammy Award nominations, and more: https://bit.ly/3AyvDw7
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Recent data has shown a leveling-off of obesity rates in the U.S. For the first time in a decade, the obesity rate has not increased between sample periods, likely due to new medical treatments and technological advancements like GLP-1 medications: https://bit.ly/3UTpfGx
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Tax strategies need to be revised often, as laws change from year to year. Have you discussed your tax impact with your financial advisor recently? https://bit.ly/3NyXJKt
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