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  • Get To Know Thalia Durand

    Get To Know Thalia Durand

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    Thalia Durand’s life and career are best described by the word “multicultural.” Thalia was born in Peru to a French mother and Spanish father. She attended a British boarding school and grew up in a household where…

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  • Tax Strategies to Consider After a Prolonged Job Layoff

    Tax Strategies to Consider After a Prolonged Job Layoff

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    In a recent CNBC article, our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS™, was quoted on the topic of tax strategies during periods of unemployment. Despite a strong labor market, some job applicants face increased competition, leading…

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  • Roth Conversions Are Up In 2024 — But It’s Not Always A ‘Slam Dunk’

    Roth Conversions Are Up In 2024 — But It’s Not Always A ‘Slam Dunk’

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    Roth IRA conversions have surged in popularity in 2024, with a notable 44% increase year-over-year during the first quarter, according to data from Fidelity Investments. This rise can be attributed to the potential for future tax-free growth,…

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