Wealth Management

Come Together

By EWM / October 25, 2021

PurposeCity’s ‘Come Together’ episode was recorded at the Brighton Walk to End Alzheimer’s! Chuck Gaidica (broadcasting personality), Jennifer Lepard (President / CEO of Alzheimer’s Association […]

What is a ‘Normal’ Rate?

By EWM / October 25, 2021

The narrative being spun in the financial media right now is that inflation is going to cause the Federal Reserve to raise interest rates sooner rather […]

Qualified Charitable Distributions

By Julee R. Sarto, AIF® / October 20, 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. 

Love Every Day

By EWM / October 20, 2021

Steve Gronow discusses with EWM Private Wealth Advisor Duane Johnson how to ‘Love Every Day’ in community and business. Hear entertaining and heart-warming stories such […]

Here for the Duration

By EWM / October 18, 2021

The modern world is awash in a multitude of electronic gizmos and gadgets; and despite their amazing array of functionality, all of these devices are […]

Annual Financial To-Do List

By Michael Barber / 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.