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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, January 22, 2015

Van and Aaron were recognized last week by the Muscular Dystrophy Association for their support of local ALS groups.We will be hosting our 3rd Annual Night of Hope on August 1st to support MDA-ALS.

Tuesday, January 20, 2015

Tax season is upon us. As a courtesy, we want to provide you with a few eleventh-hour tax tips you may find useful. Although tax planning is rarely fun, these strategies could help you keep more of your hard earned money.Read More: Tax...

Friday, December 5, 2014

In this issue, we cover:• Headlines, Hype, and How to Take Control 3• 5 Reasons to Visit Our Website 9• Questions That Can Help You Lower Your Healthcare Costs 10• How to Fight the Flu This Winter 12• Don’t Panic: How to Keep Your Cool...

Monday, October 6, 2014

Concierge Legacy Advisors partnered with the Muscular Dystrophy Association of Idaho on July 19 for the pair’s second annual Night of Hope gala.The event over the past two years has raised nearly $85,000 and will benefit families...

Thursday, January 16, 2014

It's Year-End Tax Planning TimeAs the end of the year approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. As a courtesy, we want to provide you with a few...

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Friday, September 13, 2013

Increasing your wealth over time is about more than making the right stock picks or always buying low and selling high. Too often, we see intelligent investors shoot themselves in the feet by making fundamental errors in their...

Tuesday, January 1, 2013

For High Net-Worth Investors to Avoid in 2012Few words better characterize today's financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. It seems to be the...

Thursday, July 26, 2012

Under current law, the Econoic Growth and Tax Relief Reconciliation Act of 2001, commonly known as the Bush Tax Cuts, will expire on December 31, 2012, potentially creating serious consequences for American taxpayers and threatening...