Protecting Your Executive Income in the Event of a Disability

Wealth Planning

 Planning for this potential risk is critical for corporate executives. As a corporate executive, the amount of your future earnings can be negatively impacted if you become disabled through illness or injury.When considering the effects of a disability, you should first examine what existing coverage you have in place through your executive compensation program.

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Why Consider Living in Florida?

Wealth Planning

The Sunshine State offers a host of financial and tax benefits if you’re considering living in Florida. Florida residents likely enjoy significantly reduced tax obligations compared to many other states.Florida does not impose a personal income tax, an inheritance tax, a gift tax, or an intangible personal property tax.The more ties you have to Florida, the more likely your Florida domicile will be respected.

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Municipal Fixed Income Quarterly Market Commentary 2Q2021

Dan Scholl and Gerard Durr |
Investment Management
Municipal Fixed Income

In the 2Q 2021 issue of our quarterly publication, we:Discuss the how the federal stimulus and vaccination rates have pushed credit spreads tighterDetail the impact the infrastructure plan would have on the economyNote what is likely needed to see the plan move forwardThe first half of 2021 continued to produce strong cash flows and positive returns for the municipal market.

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