From the Desk of Erik Oros [May, 2020]

From the Desk of Erik Oros [May, 2020]

At Gideon, maintaining a balanced, independent outlook for our clients, weighing risks in order to tailor portfolios and solutions that meet our clients’ needs and objectives, across market cycles, has been our consistent focus. As such, in this letter we present a balanced outlook that presents performance, valuations, and risks across asset classes.

Trump’s Tax Plan Could Be Painful for New York, New Jersey, and California

Trump’s Tax Plan Could Be Painful for New York, New Jersey, and California

Bloomberg
By: Suzanne Woodley and Ben Steverman

Q1 Earnings Insights

Q1 Earnings Insights

Factset
By: John Butters

Tax-Efficient Investing Through Private Placement Annuity and Life Insurance Investment Accounts

Tax-Efficient Investing Through Private Placement Annuity and Life Insurance Investment Accounts

Trusts & Estates
By: Aaron Abrahms