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“Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.”

Albert Schweitzer

News

June 30
2021
June 30
2021

Thoughts of the Week

by Larry Adam, Chief Investment Officer, Private Client Group
June 21
2021

Thoughts of the Week

by Larry Adam, Chief Investment Officer, Private Client Group
June 14
2021

Thoughts of the Week

by Larry Adam, Chief Investment Officer, Private Client Group
June 7
2021

Thoughts of the Week

by Larry Adam, Chief Investment Officer, Private Client Group
June 3
2021

Coffee Club!

by Auro WM

Monthly Newsletter

January

Don’t Leap Before You Look!

The powerful benefits of thoughtful action

When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward. These reflexively gut-driven responses are often rewarded by our culture, which praises the “fast-acting do-er” who “gets the job done” or “puts out fires.” Trouble is, rapid action can often result in adverse outcomes. When that happens, you might fail to get the desired result while simultaneously making matters worse due to unforeseen and unintended consequences.

December

Charitable Giving, the Tax-Wise Way

Americans—especially the affluent—are some of the most charitable people in the world.[*] Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax benefits that could help both you and your favorite charities. Here’s how to size up the effectiveness of your giving—along with some strategies that could potentially put some real power behind your philanthropy.

November

Here’s Why You May Need to Update Your Estate Plan

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets as you see fit, and to minimize the state and federal tax bite that often accompanies the transfer of significant wealth.

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