. We are excited to announce that we have been named to the Forbes 2023 Best-In-State Wealth Advisors list in Florida, Georgia, North Carolina and
Dear Clients, This past year was one for the record books—records we do not want to experience again. As the Fed aggressively raised interest rates
We are excited to announce that Brad Parsons has joined the firm as a Managing Director and Senior Financial Advisor focused on serving a select
Daniel Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates the financial market implications of policy
. We are humbled to announce that we have been named to the inaugural Forbes/Shook Top RIA list for 2022. We achieved a ranking of
Edge Capital Group has prepared this material for informational purposes only, and is not intended to provide, and should not be relied on for, tax,
As summer fades, many families are exploring options for how to include beloved vacation properties as a portion of their overall estate transfer. This article
Edge Capital presents Dr. Kathryn Starr, assistant professor in the Division of Geriatrics at Duke University School of Medicine and co-director of the Duke Center
Build Back Better in a lighter version may have been resurrected (or found new momentum). The latest version of the BBB proposal is still a
For the third time since 2008, the IRS will enact a midyear mileage rate boost. Just in time for the July 4th holiday, the rates for
We’d be honored to have a conversation with you about your life’s work and the legacy you’d like to build.
ATLANTA | CHARLOTTE | DALLAS | LEXINGTON | NASHVILLE | TAMPA
