Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

It’s about building trust with your clients, understanding their anxieties, and guiding them. Why do we do all this? Strong client relationships are the foundation of a thriving immigration law ...

Navigating attorney-client relationships as a young lawyer can often feel like a juggling act—trying to prove your skills and maintaining professional boundaries. As a young lawyer, you are faced with ...

"That was just one of those moments like, 'Wow,'" the lead advisor with New York-based registered investment advisory firm Ritholtz Wealth Management said in a panel about pursuing excellence in ...