Insights & Holdings

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Quarterly Reports

New Haven Light House at Lighthouse Point Park At Sunset. The lighthouse is dark, but the tower remains, greeting ships from around the world to New Haven.

January 22, 2026

How Are Capital Gains Taxed In Connecticut (CT)?

Multi-Generational Wealth

Bustling university campus scene, diverse students walking between buildings, lush green spaces, architectural mix of classic and modern structures

January 21, 2026

Connecticut 529 College Savings: How to Choose the Right Plan for Your Family

Multi-Generational Wealth

Sunset at Chatham, Cape Cod Summer Rental

January 20, 2026

Preparing Your Family for Capital Gains Tax on Inherited Property

Multi-Generational Wealth

Connecticut bay marina with boats

January 15, 2026

Inheriting Stock: What You Need to Know About Cost Basis, Taxes, and Smart Strategy

Multi-Generational Wealth

Happy, holding hands and grandparents with child in park for playing, love and support. Swing, smile and freedom with family walking on nature path for fun, summer vacation and happiness together

November 20, 2025

Mastering the Family Wealth Transfer: Tax Strategies & Preparing the Next Generation

Multi-Generational Wealth

woman in floral print dress holds blonde son in oatmeal colored sweater as they walk hand in hand through a field of wild flowers during golden hour in autumn

November 19, 2025

Teaching Children About Money: Tips for Building Lifelong Financial Habits

Multi-Generational Wealth