Click here to listen to the “Market Musing” for May 16th, 2025. 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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Finding Confidence Through AI: John’s Inheritance Story
When John’s father passed away, the last thing on his mind was whether an inheritance would follow. Grief took center stage, and understandably so. The focus was on merely getting through the day, processing the loss, and slowly finding a path forward. But in time, John learned that he had been left a substantial inheritance—an […]
Read MoreHonoring a Legacy
By: Riley Burridge Ella and her grandmother always shared a special bond—one built on love, trust, and deep connection. So, when her grandmother passed away, Ella knew she would receive something meaningful to honor that relationship. What she didn’t expect, however, was a stack of legal documents wrapped in unfamiliar terms and financial complexity: a […]
Read MoreThe Power of Transition: Turning Challenges into Opportunities
Blog post by Myra Salzer Since TWC’s founding more than 40 years ago, we have been fortunate to work with many talented financial professionals. Transitions are always a part of any business, and this month marks another change for our team. While saying goodbye to a valued team member is never easy, it also presents […]
Read MoreTax-Related Identity Theft: What You Need to Know About the IRS IP PIN
Obtaining an Identity Protection PIN (IP PIN) is a proactive step designed to protect yourself from Tax-Related Identity Theft. Inheritors of significant wealth can be especially vulnerable to this type of identity theft. We wrote about the topic last year in a Blog article, which you are encouraged to reference. In brief, tax-related identity theft […]
Read MoreIf Only We Could “Click Here” For Human Connection
By Myra Salzer Call me old fashioned! I’m okay with that. If my resistance to modernity can be construed as my desire for dependency, so be it. Nonetheless, in this do-it-yourself age of self-checkouts, FAQs that never answer my actual question, phone calls to reverse a credit card charge made in error (only to spend […]
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