As women, we often find ourselves in a space to effect true, meaningful change, whether in the workplace, our personal life, or our communities. Unfortunately, many talented, brave and purpose-driven women are holding back for a million reasons and one in particular – lack of confidence. Authentic confidence is this: It’s knowing who you are, knowing who you are not, and unequivocally knowing the difference. It feels like a click into your own space, an exhale into ease, and a realization of alignment with your thoughts and actions. We hope you’re able to join us as we hear from our speaker, Erin Fischer, on all she’s learned along her road to authentic, uncomplicated confidence.
While establishing an appropriate investment strategy with new clients, we take the time to consider every option, while ensuring the chosen plan does not have any negative unforeseen surprises. For example, if a client has several long-held stocks in their portfolio with very low cost basis, our first concern is the possible high tax consequence should they want to sell these holdings. By taking the time to think “outside the box”, we may be able to accomplish another goal of the clients, such as gifting to family and charitable causes close the client. By choosing to gift the zero-basis appreciated stock instead of cash to children or charities, the client is able to avoid having to pay long-term capital gains tax and the children and/or charity can benefit from this generosity, a win-win all around!.