Insights from the Specialized Professionals

Tax expertise runs deep at AEGIS. We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Inside Scoop | Welcome Baby Jaime

We are happy to announce that Chris Otte is a grandma. Congratulations Chris! Chris’s son Josh and her daughter-in law Shelly had their baby boy […]

Market Perspective | 2019 Economy: Recession Possible but Not Likely

2019 Economy: Recession Possible but Not Likely While fiscal stimulus should provide near-term support, labor market conditions, Fed policy and trade uncertainty add complexities. January […]

Lifestyle Look | 12 Financial Resolutions

12 Financial Resolutions Review and revamp your financial plan all year long. Instead of hauling out those familiar New Year’s resolutions about eating less and […]