Author: Alex Hassan
3 posts written by Alex Hassan
Edge’s 2021 Financial Planning Guide
February 01, 2021
A new year brings changes to many areas that impact our clients’ financial lives from income tax and estate tax planning to charitable gifting and…
2021 Q1 Outlook
January 25, 2021
Click here to read our full Edge Capital Q1 2021 Outlook A new hope. Following the 2020 deterioration of the global economy, there is…
Off the Cuff: Policy Musings from Washington DC
January 14, 2021
Last week our Strategy Team attended a virtual DC Policy Conference hosted by one of our longstanding research partners. The event was hosted on January…