Contents
TAX PLANNING Taxes, What We Know for Now – Summary of the September 2021 House Ways and Means Committee Tax Proposal
04
Letter from the Editor
Hello friends, Welcome to the first issue of our digital newsletter, Perspective ! As promised earlier this year, we are delivering our expertise and insights on a range of subject matter that relates to those who matter the most to us—our clients. We are very excited to present this inaugural issue. One of our core values is ensuring that we share valuable, forward-thinking knowledge spanning different areas of wealth management. In this issue, we will be discussing “Taxes, What We Know for Now – Summary of the September 2021 House Ways and Means,” “Our Investment Process – A Primer,” and other topics including Estate Planning, Social Security Benefits, Wealth and Family Dynamics, and Cryptocurrency. These articles will be informative and will highlight what we have been doing behind the scenes here at Spectrum as of late. We will also put a special focus on lifestyle topics and other narratives in the “Spectrum Spotlight” column. We hope you enjoy this issue and find the content intriguing and meaningful.
INVESTING Our Investment Process – A Primer
08
SPECTRUM SPOTLIGHT: Q+A AND UPCOMING PHILANTHROPY Cryptocurrency and Meme Stocks Explained
11
ESTATE PLANNING An Overview of Social Security Retirement Benefits and the Application Process GENERATIONAL WEALTH Wealth and Family: How Your Wealth Advisor Can Help with Family Dynamics
14
17
All the best,
WOMEN AND WEALTH Advanced Estate Planning Concepts for Women
19
Leslie Thompson CFA ® , CPA, CDFA™ Editor and Chief Investment Officer Co-Founder
Bob Phillips CPA, CFP ® , CFA ® President Co-Founder
GENERATIONAL WEALTH Challenges Wealthy Kids Face
22
2 PERSPECTIVE Fall 2021
PERSPECTIVE Fall 2021 3
Made with FlippingBook - professional solution for displaying marketing and sales documents online