Gifting is a great financial planning tool, especially at the end of the year. Alhambra’s Bob Williams goes through the basics.
Ask Bob: Gifting
About the Author: Marcelo Perez
Give us a call today at 1-888-777-0970 or via email at firstname.lastname@example.org and we’d be happy to arrange for one of our investment professionals to discuss your situation with you – completely complimentary. Let’s start the conversation today. Marcelo is the Head of Operations at Alhambra Investments, an SEC-registered Investment Advisory firm doing business since 2006. Alhambra Investments specializes in all-weather, highly diversified, multiple asset class portfolios.