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 | AEGIS Cares Q4 Giving Plan Results

This last quarter Bill and Shawnee shared the story of their daughter Mikayla and the struggles she went through. We decided as a team to […]

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 […]