The Difference Between Having an Estate Plan and a Wealth Transfer Plan
Having an estate plan without a wealth transfer plan in place could lead to unintended outcomes so learn why your family may need a wealth transfer plan.
Small Business Owners: Steps to Assess Your Financial Wellness
Does this sound like you? Your days are consumed with managing, sustaining, and growing your small business, and your nights are spent sleeplessly analyzing all the details no one else thinks about. Your energy and focus are spent on the day-to-day, leaving you little time to consider the big picture of your small business’ financial wellness.
Finding the Right Financial Advisor Based on Your Needs
Money is a sensitive topic for many people, which can feel a bit taboo to discuss. However, if you’re not an expert in financial matters, we believe it’s important to partner with a financial advisor to help you make thoughtful decisions for your future.
Inflation has you concerned?
Are You Worried About Inflation in 2022? Gas prices are soaring. Food costs are rising. It seems like everything is getting more expensive. If you’re feeling the pinch as U.S. inflation nips at your wallet, you’re not alone. Americans across the country are foregoing everyday purchases to make their money last. Check out this article …
April is Autism Awareness Month: Here’s How You Can Get Involved
The month of April typically brings thoughts of tax returns due, but there is a lot more to this month. April is also Autism Awareness Month, a topic we feel passionate about here at Aviance Capital Partners. As a financial planning and investment advisory firm working with both individuals with autism as well as their …
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Are You Ready for Tax Season?
Tax season officially started on January 24th, and while you still have some time to file your return, it’s not helpful to leave it until the last minute. Several COVID-19 related tax provisions were either started or extended in 2021, so you might be somewhat unfamiliar with this tax return. There’s no need to panic, …
International Women’s Day with Aviance Capital Partners
International Women’s Day is celebrated globally on March 8th. First observed in America in 1909, it is meant to uplift women and all that they have achieved both personally and professionally. It highlights the road to equal rights, including the fight for voting rights and gender equality in the workplace. In honor of this day, …
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Why Panicking About the Stock Market Is Not Worth It
Why Panicking About the Stock Market Is Not Worth It If you’ve been following the ongoing market volatility and watching with worry as the value of stocks plummet, you are not alone. Given recent events, it’s not unreasonable to feel anxious about the future of your investments. You may be asking yourself questions like, “Should …
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How To Create a Solid Financial Plan for the New Year
With the New Year comes new resolutions and promises to save more money, spend less, and get in financial shape. These goals are admirable but can often be difficult to maintain throughout the entire year, especially as life gets in the way. Research shows that the easiest way to achieve resolutions to approach the goal …
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Market Review | September 2021
Please join us as we discuss a variety of topics related to the economy, markets, and potential changes in taxes.
