Latest Content

Are we at Risk of a Recession? Know Your Downside.

Tony Roth |
Wilmington Wire
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October 17, 2018— In case 2017 let you be lulled into thinking that markets only go up, surely the recent turbulence served to remind you otherwise. Stock market corrections—even brief ones—are like a bumpy plane ride. What can be terrifying to the novice can be of little consequence to the seasoned flier who understands the


DJIA and S&P 500 Plunge, but We’re not Panicking

Meghan Shue |
Wilmington Wire

October 11, 2018— Hurricane Michael is not the only thing leaving a wake of destruction in its path. The stock market has also experienced a swift correction that has spared few stocks, sectors, or regions—with weakness extending into European and Asian markets. The S&P 500 had its worst day since March, and the Dow Jones Industrial


Integrating Estate Planning and Borrowing

Andrew Horwitz |
Tax Reform
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Uncovering opportunities under the new tax law.   Tax reform significantly increased the ability of high-net-worth individuals and families to pass wealth free of estate, gift, and generation-skipping transfer taxes, while increasing the importance of income tax planning. Borrowing or leverage strategies can be a critical component to protect wealth for your family by minimizing risk