Robert G. Gillilandby Concenture Wealth Management

5 Things to Keep In Mind For Tax Time

It’s almost that time again! Yes, Spring is quickly approaching but with it, the often dreaded tax season is also upon us. However, it doesn’t have to be a time of stress. Here are five things for investors to keep in mind during tax time: Capital Gains...

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March 2023 Market Outlook

March should prove to be an exciting month for the markets as it will be data-heavy with employment and inflation updates set to be released around the Ides of March.…

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Spousal IRA: A Strategy for Tax-Advantaged Saving

If you and your spouse both have access to an employer-sponsored 401(k) plan, retirement saving is as easy as specifying the pre-tax contribution amount to be deducted from your paycheck. But for many couples, it’s a little more complicated. The decision may be for...

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Estate Planning for Digital Assets

For most of us, our online lives are well-established. More than just your social media accounts – the way that you live day-to-day. When was the last time you wrote a paper check? Or got a credit card statement in the mail? How about paper files? If you have a...

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