We are pleased to announce that Alyssa (Yocom) Dalbey, CFP® recently earned the Certified Private Wealth Advisor® (CPWA®) certification. Alyssa is only one of nine financial services professionals in Reno to have obtained the CPWA® certification and only one of two women in Reno to obtain the certification. The CPWA® designation is an advanced professional
April 29, 2022
What is a Private Investment? A private investment, also commonly referred to as an alternative investment, is a financial asset outside public market assets such as stocks, bonds, and cash. Qualified investors often access private investments through an investment fund. Examples of private investment fund sectors include private credit, real estate, natural resources, private equity,
March 25, 2022
A Qualified Charitable Distribution (QCD) is a helpful tax-planning tool for those who are charitably inclined. It is a charitable donation from an Individual Retirement Account (IRA).
January 27, 2022
Insurance & Risk Management
Medicare Part B and Part D Premiums for 2022.
January 25, 2022
Taxpayers can make charitable gifts using cash or property. Examples of property commonly donated to charities includes appreciated stock and other marketable securities. The type of asset gifted could affect the amount of the taxpayer’s deduction. This article explains various aspects and planning opportunities for donating cash and property. Understanding Charitable Cash Donations Cash donations
January 21, 2022
The IRS allows individuals to deduct qualified medical expenses that exceeded 7.5% of their adjusted gross income (AGI).
January 14, 2022