James Ingrahm - Wealth Management Advisor

Stocks rebounded amid growing expectations for interest rate cuts, despite new signs that tariffs are weighing on the economy. Chief Investment Officer Brent Schutte explains the data and why it calls for a measured approach. http://spr.ly/6188fW9QC

Americans will transfer as much as $124 trillion in assets to heirs through 2048. If you don’t have a plan to transfer your wealth, I can help you get started.

Maximizing Wealth Transfer: Estate, Gift, and GST Tax Exemptions By transferring your wealth in the most tax-efficient manner, you’ll pass along more of the wealth you’ve worked so hard to build and preserve for future generations.