Taxes – everyone’s favorite subject! I’ve been working with several clients in the past month to process Required Minimum Distributions. As those amounts are taxable, as part of that process, I consult with their tax advisors to run a quick tax estimate and calculate the appropriate withholding amount. As I’ve worked thru this process, it […]

Santa isn’t the only one who should be reviewing a list this time of year! I’ve been working thru a year-end financial checklist for myself and my clients the past several weeks and thought it may be helpful to share some of the key items. (Note: as always, be sure to consult your advisors to […]

Holiday season – the perfect time to bake cookies, put up decorations, enjoy time with family and friends – and of course check on the funding status of your retirement plans! I recently worked on this with a client and thought it would be helpful to share. There are a variety of retirement plans that […]

Welcome back to our regularly scheduled programming! I hope you had a wonderful Thanksgiving (if you missed the recap of my one-word challenge, you can find it here) It’s been a relatively calm week for markets and the world. Jerome Powell (US Fed Chair) seemingly soothed markets on Wednesday with a speech and former FTX […]

“Let’s go around the table and have everyone share a word capturing what they are most thankful for”  This gratitude check-in has always been a Thanksgiving Day tradition in the Evason household. It’s a really nice way to kick off the dinner and focus in on gratitude and thanks. This year, my word is reunion. […]

At some time in your life (and perhaps during the holiday season), you may be positioned to gift (or receive) a meaningfully sized gift of money or another asset. A client is on the receiving end of that equation and reached out for a discussion about gifting and the potential tax implications. Very timely topic […]

Something tells me you are already familiar with the sudden collapse of crypto exchange FTX and the related fallout. It has certainly received its fair share of media attention. How could it not, when a $32 billion company seemingly vaporizes overnight? I’ll leave the summary of what happened, how it happened, and what is likely […]

Years ago when Windermere was just starting out, my dad and I met with an owner of a successful investment advisory firm in Boston. He was sharing his perspective on a variety of things along with best practices for building out a large-scale advisory firm. Many of him comments and lessons have escaped my consciousness […]

In talking with a client and their tax advisor this week, there was some confusion over why mutual funds make distributions (typically in December) that result in unexpected tax consequences. It’s a great question and one you should keep in mind for your portfolio, especially in 2022. Let’s dive in. What is a mutual fund […]

When you think of this time of year and harvesting, your mind may go to crops and farming. But don’t forget about harvesting investment losses as well. This topic came up with a client recently who asked for a reminder on why it can be a useful strategy, especially in a down year such as […]