Capital Gains/Losses If you have a loss carryforward or any significant losses or gains from investments outside of our management,...

What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make...

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has gr

Being a fiduciary refers to not only how we manage your accounts every day, but also how we are building Aevitas Wealth Management (AWM) so

While the trade war has been going on for roughly a year now, this is perhaps,  the most significant escalation in several months. Investors

Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these

Planning for a child ideally should begin as soon as you find out that you are expecting, but it is never too late to start a budget, update

With the return of stock market volatility, we are receiving more and more questions about annuities and whether they can be an effective pr

The IRS has raised the contribution limits for a number of retirement accounts, allowing individuals to save more for retirement!

Every year, we are faced with a number of healthcare options—whether it stems from a job change, getting married, open enrollment or retirin