Click here to listen to the “Market Musing” for March 10th, 2024. The views expressed in this podcast are those of TWC’s investment strategist, Steve Henningsen, and should not be construed as investment advice or as a recommendation for a particular strategy or investment. Individuals should consult with their advisor regarding specific advice and the applicability of […]
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Safeguard Your Child’s Financial Future with a Protected Consumer Freeze
Minors under 18 typically do not have credit reports. That means they present a blank slate for fraudsters who can apply for credit and take out loans in their name. Minors with significant wealth are prime targets for identity theft, and inheritances can make minors targets for various types of fraud. A security freeze is […]
Read MoreUnveiling the Colorado Homeless Contribution Income Tax Credit: A Beacon of Support for Change
We want all our Colorado-based clients to know about this State tax credit. Remember, a credit reduces your tax, dollar for dollar, regardless of whether you itemize or not. Enacted through Colorado House Bill 2022 – 1083, the Colorado Homeless Contribution Income Tax Credit stands as a powerful initiative to address homelessness within the state. […]
Read MoreEthical Wills
Having a written will that is well-crafted by a trusted attorney may not be at the forefront of your mind, especially if you are a relatively young individual with inherited wealth. Many inheritors shy away from what can seem like a daunting task given the complexity of their wealth. The topic is often unpleasant to […]
Read MoreBook Review: “Elon Musk” by Walter Isaacson
Review by Myra Salzer My latest book report covers Elon Musk by Walter Isaacson, who previously authored biographies on Steve Jobs, Leonardo da Vinci, and Ben Franklin. Isaacson followed Musk for a couple of years while crafting this book, capturing the extraordinary essence of Musk’s character. Despite the similarities with Sam Bankman-Fried highlighted in my […]
Read MoreChanges to European Travel Coming in 2025
For individuals with windfall or inherited wealth who can afford to outsource much of the major planning that travel entails, there are changes coming in 2025 that everyone will need to be aware of. Starting in mid-2025, some 1.4 billion people from over 60 visa-exempt countries are required to have a travel authorization to enter […]
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