Following the 2020 general election and Georgia runoffs the Democratic Party has won the Presidency, maintained control of the House of Representatives, and ended up in a 50/50 split with Republicans in the Senate. A 50/50 Senate split means Vice President Kamala Harris will cast any tie-breaking vote, to the [Read More]
Cash as an Investment Tool in 2020
Guest Contributor, Lauren Pearson of Hightower We are so happy to share a blog this month from Lauren Pearson of Hightower Somerset Advisory, a Birmingham-based investment advisory and wealth management firm. In this piece, she shares her thoughts on using cash as an important component of your wealth management strategy, [Read More]
Pre-Election Estate Planning
Planning for the Biggest Wealth Transfer Opportunity in History! The current transfer tax planning environment avails high net worth clients of unprecedented wealth transfer opportunities. However, the outcome of the 2020 federal election could bring significant changes as early as next year it there is a sweeping political power change, [Read More]
