Tax filing season is winding down. Once the return is signed and submitted, most people file the documents away, hopefully for the recommended seven years, and move on until next spring.

When we sit down for a review meeting, it can be easy to assume the focus is only on performance. While performance is important, it’s just one piece of a much bigger picture.

Over the past several months, we’ve had more conversations with clients about concentration risk than at any point in recent years.

Today’s scams are becoming far more targeted, more convincing, and harder to recognize.

As we refreshed our look and how we communicate, it reinforced a belief we see every day in our work with clients.

As you think about charitable giving this year, consider a powerful tax‐smart strategy: the Qualified Charitable Distribution (QCD).