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02.21.2019
CT-Based Procyon Partners Expands into NYC with Addition of Leading Financial Advisor Jim Jeffery
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02.06.2019
Decision, Decisions: A Closer Look at a Couple of Common Investment Committee Debates
LPCs/CCRCs
I recently had a prospective non-profit client share a few of the “decision points” his investment committee was concerned about in regard to their investment process. He shared that the committee was debating whether they should hire a firm whose marketing focus was both national…
Read More02.04.2019
Using Municipal Bonds to Enhance After-Tax Returns
Private wealth management & investing
Municipal bonds may be attractive investments for high-net-worth individuals because their income returns are usually exempt from federal incoem taxes and, in some cases, state and local income taxes.
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