December 7, 2021
A Closer Look at Wealth Management Security in an Increasingly Digital World
Are you taking the right precautions against cyber threats? The Geller Advisors Cyber Services team provides a closer look at the trends influencing cybercrimes against the ultra-high-net-worth community, and the common areas of weakness that we help these individuals, families, and their businesses address.
November 19, 2021
After months of deliberations, House Democrats have passed the tax-laden Build Back Better Act. The bill will now transition to the Senate with a contentious history and uncertain fate. Nevertheless, we now have a clearer understanding of what to expect in this long-awaited piece of tax legislation.
October 18, 2021
The growing demand for private market opportunities has compelled the industry to create different ways in which investors can gain exposure. In a recent article, Geller Advisors’ Investment Management team outlines a few of these private market avenues, the benefits of co-investing, and our approach to it to help keep you informed as this dynamic category continues to evolve.
September 30, 2021
Up in the Air: Monitoring the Path of Potential Tax Legislation
Our Head of Wealth Strategy examines the current trajectory of possible tax laws and compares them to the proposals in President Biden’s campaign platform.
September 23, 2021
Our Investment Management team discusses the reasons for recent market volatility and our view on why maintaining a diversified portfolio is so important.
April 6, 2021
Tax Chatter: Keeping Track of Recent Proposals on Capitol Hill
On March 31, 2021, President Biden introduced the American Jobs Plan, an expansive proposal to fix, upgrade, and modernize infrastructure across the United States. With source of payment still under question, Geller Advisors reviews the potential funding sources and tax proposals that are circulating on Capitol Hill.
December 28, 2020
Major Provisions Within the Second COVID Relief Package
With the long-awaited second COVID relief package now signed into law, the experts at Geller Advisors want business owners to be aware of the major provisions related to companies and employers.
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
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
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
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
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.