tax documents

The Problems with Taxing Unrealized Capital Gains

As part of his 2023 budget package introduced in late September of last year, President Biden rolled out a new

Jordan Dechtman / June 1, 2022
Read More
Private Banking Vs. Wealth Management

Private Banking Vs. Wealth Management

Do you know the difference between private banking and wealth management? Many people don’t understand the difference between the two.

Jordan Dechtman / May 14, 2022
Read More
What to do With a Large Inheritance

What to do With a Large Inheritance

For many people, receiving a large inheritance can be a life-changing event. Unfortunately, it’s not always for the better.

Jordan Dechtman / May 10, 2022
Read More
Everything To Know About Incentive Stock Options (ISOs)

Everything To Know About Incentive Stock Options (ISOs)

Employees fortunate enough to receive incentive stock options (ISOs) from their employers have an excellent opportunity to enhance their financial

Jordan Dechtman / March 30, 2022
Read More
hnwi and uhnwi - high net worth individuals and ultra high net worth individuals

Financial Planning Tips for High Net Worth Individuals

Financial planning can seem daunting, especially if you’re a high-net-worth individual. When you have significant assets to manage, you have

Jordan Dechtman /
Read More
Unrealized Gains and Losses

What Are Unrealized Gains and Losses?

Understanding unrealized gains and losses is key to making smart choices when you’re staring down your investment portfolio. So, what

Jordan Dechtman / March 7, 2022
Read More
understanding market volatility

Market Volatility—What is it and How to Respond to It

The recent gyrations of the stock market may have some investors feeling queasy. After the pandemic-induced crash in 2020, investors

Jordan Dechtman /
Read More
2022 investment outlook

2022 Economic and Investment Outlook

The Dechtman Wealth Management team discusses 2022 economic updates and investment outlook.      During this webinar, the team discusses:

Jordan Dechtman / February 21, 2022
Read More
How To Stop Spending Money

Tips On How To Stop Spending Money

Are you finding it hard to save as much as your think you should? Do you feel that there is

Jordan Dechtman / January 28, 2022
Read More