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Observations
Keeping up with the latest from Telarray.
Markets
Market Returns and Election Years
I think we can all agree that it has been a tumultuous year full of some unexpected global events. Now, we face the uncertainty of
September 17, 2020
Staff
Meet Richard
Richard Paessler President and CCO My name is Richard Paessler, and I am the President of Telarray. I joined the firm in 2011 as the Chief Compliance
August 26, 2020
Strategy
Diversification
During the last 12 years, we have experienced one of the most challenging economic periods in our nation’s history. We have seen two deep recessions,
August 26, 2020
Tax
My Favorite Tax Savings Structures, Part Two
Federal estate tax planning isn’t something that everyone needs to worry about, but that could change over the next few years. Because federal gift and
August 13, 2020
Staff
Meet Brandy
Brandy Wagner Director of Client Services My name is Brandy Wagner, and I am the Director of Client Services at Telarray. I joined the firm in
August 12, 2020
Strategy
A Conversation on Estate Planning
Key takeaways: Everyone can benefit from creating an estate plan regardless of the complexity of your financial situation. What makes a successful estate plan is
August 12, 2020
Charitable
My Favorite Tax Savings Structures, Part One
Almost everyone wants to save money on their federal taxes, but that is difficult to achieve, and there are no silver bullets. Our tax system
August 5, 2020
Staff
Meet Melinda
Melinda Gunn Vice President of Client Reporting My name is Melinda Gunn, and I am the Vice President of Client Reporting at Telarray. I began
July 30, 2020