âThe capital gains increase is not just for the consistently high, $1 million-a-year earner,â said Mallon FitzPatrick, head of financial planning at Robertson Stephens Wealth Management. âItâs impacting people who are depending on this money for retirement as well, from selling a business or from selling a home.â
The proposal also highlights the need to run the math before making any snap decisions. The decision to sell now or hold on to assets that are going to be taxed more heavily depends on when someone needs the money, said Pam Lucina, chief fiduciary officer and head of the trust and advisory practice at Northern Trust Wealth Management.
Press release content from Business Wire. The AP news staff was not involved in its creation.
Hybrid Registered Investment Advisory Firm The Vedder Group Joins Integrated Partners
March 8, 2021 GMT
BOSTON (BUSINESS WIRE) Mar 8, 2021
Integrated Partners, a national financial planning and registered investment advisory firm, announced today that The Vedder Group, of Tallahassee, Florida, has joined the organization as the newest partner firm. The four-person team was searching for a growth partner that offered a strong infrastructure, proven growth catalysts and an advisor-first ethos committed to helping the advisory firm expand its service offering for clients.
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“We did our due diligence, as you’d expect from any firm of our size making an important move,” said