About George Sugden

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So far George Sugden has created 61 blog entries.

Are You Confused About Investment Costs?

By | March 3rd, 2022|Family Finances, Investing, Retirement|

What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to look for investment costs, the information can be difficult to digest. Let’s fill in some of [...]

Tax Planning – The Big Picture

By | March 1st, 2022|Family Finances, Investing|

Not unlike that fine painting, your best tax-planning efforts include meticulous attention to the details, as well as to how each action contributes to your big picture. We view effective tax planning as a way to reduce your lifetime tax bill—or beyond, if you’re preparing for a tax-efficient wealth transfer to your heirs. Leading with [...]

Tax Planning – Controlling What We Can

By | February 26th, 2022|Family Finances, Retirement|

Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know?  The particulars may evolve, but it seems there are always an array of tax breaks to encourage us to save toward our [...]

Fighter Planes and Market Turmoil

By | February 22nd, 2022|Investing, News|

Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness.  If you already have a well-structured, globally diversified portfolio tailored for your goals and risk tolerances, our answer remains the same as ever: Your [...]

Finding Your Fiduciary Financial Advisor

By | February 20th, 2022|Investing, Retirement|

In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? This is a challenging subject, indeed. First, the stakes are high. The quality of your selection, or lack thereof, can literally make or break your family’s fortune. Also, the choices can be bewildering. It can be difficult to [...]

Tax Facts for 2022

By | January 11th, 2022|Uncategorized|

Qualified Dividend and Long-Term Capital Gains Rates: The three rates for dividends and long-term capital gains are 0%, 15%, and 20%.  • 0%: Single taxpayers with incomes between $0 and $41,675; married couples filing jointly with incomes between $0 and $83,350.• 15%: Single taxpayers with incomes between $41,676 and $459,750; married couples filing jointly with incomes [...]

Six Financial Best Practices for Year-End 2020

By | November 30th, 2020|Uncategorized|

Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, [...]

A Meaningful Message for Thanksgiving

By | November 23rd, 2020|Uncategorized|

Today, we break from financial conversations to celebrate the season with you. We know that’s going to be a tall order this year. After all, families have been coming together for millennia to gather around holiday tables. Counting their blessings. Mourning shared sorrows. Hugging one another tight. It’s heartbreaking how many of our most cherished [...]

Presidential Election Reflection

By | November 10th, 2020|News|

With the U.S. presidential election called, and promising news of a COVID-19 vaccine announced, a U.S. market surge reminds us how keen investors are for a sense of closure. That said, who knows how long the mood will last? Come what may between the U.S. presidential election just ended and the inauguration yet to occur, [...]

A CARES Act Overview

By | April 15th, 2020|Uncategorized|

With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person (virtually), depending on which ones apply [...]

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