Tariffs and their implications can be a complex subject. In light of the current administration's focus on tariffs and the media coverage surrounding this issue, I wanted to share this information with my clients and contacts. I found page 3 particularly insightful, as it illustrates how the increased tariffs during President Trump’s first term influenced inflation and the stock market. Click here to check out the full pdf with First Trust. Please don't hesitate to...

To learn more, check out the full video below to hear what our Founder and President Erik Thompson has to say. Please don't hesitate to reach out if you have questions or would like to discuss anything we cover in the video. Don't forget to check out our other videos from Peerless Wealth! Source for chart used in video: JP Morgan Chase

What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all high-net-worth individuals (HNWIs) share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often involves leveraging specific strategies and tools that can work together...