Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

Inside Scoop | June 2017

Giving March for Babies, March of Dimes In May we walked in the March for Babies held a Menominee Park to raise funds for the […]

Lifestyle Look | June 2017 | Be the Change

Nonprofits benefit when you invest your time and talent. With almost two million active charities in this country alone – according to,  a sort […]

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 […]