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Happy Retirement
September 5, 2024 Happy Retirement
After a long and successful career, Jane Smith is retiring from Lombard Odier. Jane has been an invaluable member of our team for over 30 years and ha...
  • Divorce
  • Education Planning
Tax Savings with Qualified Small Business Stock
September 6, 2024 Tax Savings with Qualified Small Business Stock
Qualified small business stock (QSBS) is a type of investment that can provide significant tax savings for investors. In this whitepaper, we explain h...
  • Executive Planning
  • Financial Advisor
  • Trending Topics
  • Charitable Giving
Q4 2023 Market Commentary
September 1, 2024 Q4 2023 Market Commentary
As we enter the fourth quarter of 2023, we are providing our market commentary to help our clients navigate the current investment landscape. Our team...
  • Endowment And Foundation
  • Life Changes
  • Executive Planning
  • In The News
Quarterly Commentary Graphic Q1 2024
September 2, 2024 Quarterly Commentary Graphic Q1 2024
Our quarterly commentary for the first quarter of 2024 is now available. In this report, our team of analysts provides an in-depth analysis of the mar...
  • Pre-Retirement
  • Social Security
  • Divorce
Quarterly Commentary Graphic Q2 2023
September 3, 2024 Quarterly Commentary Graphic Q2 2023
Our quarterly commentary for the second quarter of 2023 is now available. In this report, our team of analysts provides an in-depth analysis of the ma...
  • Financial Planning
  • Estate Planning
  • Philanthropy
  • Healthcare
Quarterly Commentary Graphic Q2 2023
September 4, 2024 Quarterly Commentary Graphic Q2 2023
Our quarterly commentary for the second quarter of 2023 is now available. In this report, our team of analysts provides an in-depth analysis of the ma...
  • Wealth Transfer
  • Investing
Quarterly Commentary Graphic Q3 2023
September 5, 2024 Quarterly Commentary Graphic Q3 2023
Our quarterly commentary for the third quarter of 2023 is now available. In this report, our team of analysts provides an in-depth analysis of the mar...
  • Press Release
  • In The News
  • Financial Uncertainty
  • Divorce
Quarterly Commentary Graphic Without Text Q1 2023
September 6, 2024 Quarterly Commentary Graphic Without Text Q1 2023
Our quarterly commentary for the first quarter of 2023 is now available. In this report, our team of analysts provides an in-depth analysis of the mar...
  • Mid-Career
  • Marital
  • Healthcare
  • Westport
Cover Slide
September 1, 2024 Cover Slide
This is the cover slide for our latest video. Watch it now to learn more about our services and offerings.
  • Risk Management And Insurance
  • Financial Advisor
Spring 2024 Market Recap
September 2, 2024 Spring 2024 Market Recap
In this video, our experts provide a comprehensive recap of the market performance during the spring of 2024. Watch it now to gain valuable insights a...
  • Special Needs Planning
  • Education Planning
Amortization
September 1, 2024 Amortization
Amortization is the process of spreading out a loan or debt over a period of time, typically through regular payments. It allows borrowers to repay th...
  • Special Needs Planning
  • Wealth Management
  • Social Security
Cash Balance Pension Plan
September 2, 2024 Cash Balance Pension Plan
A cash balance pension plan is a type of retirement plan that combines features of both traditional defined benefit plans and defined contribution pla...
  • Business Owners
  • Pre-Retirement
  • Athletes
  • Retirement