August 2019 Archives

Worried About The Markets? Lock In Investment Gains Now — Without The Tax Hit

Robert Clarfeld, CPA, CFP offers a strategy for charitably inclined individuals and investors who may [...]

You Can Change Your Domicile To Avoid State Taxes — But Is It Really Worth Doing So?

The potential savings in state taxes achieved by changing one's domicile is quantifiable and generally [...]

"People Are Just Looking For Stability"

Wall Street Journal features Michael Hans, Chief Investment Officer of Clarfeld Citizens Private Wealth, to [...]

Michael Hans Joins Bloomberg Markets: "The Open" to Discuss Market Moving News

Clarfeld/Citizens Private Wealth CIO, Michael Hans, shares his views on trade and global economic outlook [...]

Wall Street Surges After Upbeat Economic Data

In a recent New York Times feature, Michael Hans, Chief Investment Officer of Clarfeld Citizens [...]

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