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.

Shortened Trade Settlement Cycle

On September 5, 2017, the U.S. Securities and Exchange Commission (SEC) is shortening the settlement cycle from three business days to two business days for most securities […]

August Appreciation Cruise

We had a great time cruising down the Fox River, coasting along Lake Butte Des Morts, and rocking-out at the BoDeans concert with some of […]

Market Perspective | August 2017 | A Market Cool Off

For some time now we have stated that we believe we are in a secular bull market. To remind you, a secular bull market is one […]