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.

Market Perspective | July 2017 | Good Things Taking Place for the Market

In the first half of 2017, we have seen strong equity market growth despite uncertainty that continues to surround our political environment.  It seems like every […]

3 Steps to Take Before Hiring a Financial Advisor

You’ve probably scoped the web and asked your family and friends who they turn to. Good start.  Scary thing is that anyone can call themselves […]

Market Perspective | June 2017 | Cautiously Optimistic

AEGIS Investment Committee (written by: William Bowman, CPA, Branch Manager RJFS) | June 15, 2017   In our last investment committee commentary we were cautiously optimistic. This came […]