Executive Wealth Management

End-of-the-Year Money Moves

By Robert Larsen / October 15, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Is it Easy Being Green?

By EWM / October 13, 2021

“It’s not easy being green,” once crooned Kermit the Frog on his lily pad during a melancholy moment. However, as far as the purveyors of […]

Is the S&P 500 Overvalued?

By EWM / October 4, 2021

We are seeing some volatility return to the market after a long absence. As of right now (10/4/2021),  this appears to be episodic and non-trending […]

Never Say No

By Ken McMullen / September 28, 2021

‘Never Say No’ features Barb Binkley of Cooper & Binkley Jewelers and Jimmie Plaskey, EWM Private Wealth Advisor.

They discuss stories and inspiration from a ‘Never Say No’ policy to those in need.

Tax Planning in the Retirement ‘Gap’ Years

By Todd Perry, CFP, CIMA, CPWA / September 28, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

What is Going on in China?

By EWM / September 27, 2021

In 1997, Wired magazine published an article entitled “The Great Firewall of China” which was one of the first Western media sources to detail the […]