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April 21, 2020


October 20, 2020

Timely Tax Strategies on the Eve of the Election

The U.S. elections could signal the start of a race toward tax reform. In this article, we explore the potential impacts on income and estate taxes, and what steps you can take to prepare. 

July 23, 2020

Staying The Course

Our philosophy, developed through investing over a number of full market cycles, is that when storms such as these come about, is to stay invested when precipitous declines occur. 

May 18, 2020

Wealth Transfer Planning in a Low Interest Rate Environment

The Geller Advisors tax and financial planning teams discuss how low interest rates create opportunities to efficiently transfer wealth.

April 16, 2020

Reflections on Market Risk

As volatility continues, we discuss the potential pitfalls of “temporarily de-risking” and some potential solutions to shift risk without jeopardizing upside.

April 3, 2020

CARES Act Emerging Opportunities

We have now analyzed the ‘‘CARES Act,’’ and provide a summary of several insights, clarifications, and opportunities which may arise.  

March 27, 2020

CARES Act Tax Provisions

We summarize the tax related provisions of the CARES Act, many which offer meaningful potential benefits, as well as clarification of prior legislation.

March 13, 2020

COVID-19 Volatility Increases

Since our February 26 update equity markets have been very volatile to both the up and downside. We discuss what has changed and how investors should be responding.

February 26, 2020

COVID-19 Drives Equity Market Sell-Off

Given the rapid equity market sell-off driven by COVID-19 (“Coronavirus”), we share our view on market returns and volatility.