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Living in the Lowcountry, we frequently encounter clients and friends with multiple homes across different states. Although this allows one to enjoy the best of both worlds – a home up north and a beach house in the south – it can lead to estate...

Depending on your view of risk, margin can either be the greatest tool in the world or something to be avoided at all costs. To understand margin better, let’s begin with the basics. In finance, buying on margin is borrowing from the brokerage firm...

We created this guide for both new and existing clients. It explains each section of our quarterly reports, defines commonly misunderstood terms, and highlights the sections we believe best illustrate your investment performance. We have created a sample report with hypothetical accounts and securities that...

In the changing and complex retirement landscape, the more common retirement vehicles are well known – IRA’s, 401(k), and 403(b) plans. However, there are lesser-known retirement vehicles that have some interesting features. If you work for a tax-exempt organization or are employed by...

President Biden signed the American Rescue Plan on March 11th. There is a lot to unpack from this $1.9T piece of legislation. One part that will have an impact on many clients in the very near future is the stimulus checks or “Recovery Rebates” as...

You’re engaged! Congratulations! Here’s to the most expensive day of your life. According to The Knot’s 2019 Real Weddings Study, the average cost of a wedding was $33,900 (including the ring but not including the honeymoon), but it varies significantly by location. Unfortunately,...

According to Educationdata.org, as of 2020 almost 48 million students have graduated from college with loan balances averaging $35,453. If you are one of the 62% of graduates who have student loans, you may be wondering how to prioritize your spending, saving and money management....

With the strange year that we have had, it may be hard to believe that December 31st is just around the corner.  However, before we wave goodbye to 2020, you may wish to review the following strategies to see if there are any tax breaks applicable...