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 | 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 […]

Successful Women | A game changer for economic growth

As more women take control of their wealth and careers, the U.S. economy could see substantial growth. Few would argue that women, who now make […]