Webinar Recording | Charitable Planning and Tax Strategies for 2022

Our Charitable Planning and Tax Strategies webinar shows insights on how smart donors can maximize their impact while minimizing their tax burden.

2023-01-13T13:43:11-05:00June 22, 2022|Categories: Past Events, Tax: Individual, Wealth Management|Tags: , , |

Not-for-Profit Investment Policy Statements: Benchmarking Best Practices

Investment Policy Statements dictate how a nonprofit’s investment program operates. How is performance measured? Learning how to benchmark and measure success and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.

2022-05-02T14:57:52-04:00May 2, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: , |

How to Make Smart Investing and Tax Decisions at the Same Time

Most of us have a goal of retiring someday, so doesn't it make sense to consider strategies that minimize the taxability of your portfolio along the way? Here are a few ideas to think about when managing your portfolio in a tax-efficient manner.

2022-08-03T09:08:17-04:00April 7, 2022|Categories: Wealth Management|Tags: |

Not-for-Profit Investment Policy Statements: Why They Need Review

Every not-for-profit manages funds, but not every organization has an established and well-documented Investment Policy Statement. Learn how the investment committee can review the IPS and safeguard against unnecessary investment risk.

2023-03-17T16:41:51-04:00March 29, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: |

3 Retirement Planning Decisions You Can Make in Your 20s

As a financial planner, people in their 20s often ask me, "what types of accounts should I be opening to save for retirement?" or, "how do I start investing?". Here are some ideas for those looking to get started.

2022-08-03T09:07:30-04:00March 3, 2022|Categories: Wealth Management|Tags: |

PBMares Wealth Management Named Top 150 AUM Firm by Accounting Today

PBMares Wealth Management, LLC was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine, the premier publication [...]

2021-08-09T11:37:36-04:00August 5, 2021|Categories: News Releases, Wealth Management|

Family Love Letter: Bridging the Gap Between Generations

While dealing with the emotional loss of a loved one, you also face the burden of managing the intricacies of the deceased’s affairs. Learn how the Family Love Letter can help.

2023-08-18T08:56:18-04:00July 6, 2021|Categories: Wealth Management|Tags: , , |
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