Tax Credit vs. Tax Deduction

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The right words matter – through any mode of communication, using the right words can help you convey a feeling, ask the right question or make a detailed plan. The financial industry is riddled with confusing jargon that can impede the essential communication between you and your financial advisors. In our continuing campaign, WealthEdge® will [...]

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Moving Forward

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Jay Gerlitz, one of our Legacy clients, describes the difficult task of making some changes with his financial partners. He realized that when it comes to his financial life, “good enough” is not a lofty goal. Change is often difficult. It takes us out of our comfort zone. It implies a calculated risk. It shakes [...]

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Introducing Definitions

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The right words matter - through any mode of communication, using the right words can help you convey a feeling, ask a question or make a detailed plan. The financial industry is riddled with confusing jargon that can impede the essential communication between you and your financial advisors. WealthEdge® would like to introduce our newest [...]

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Words from our “Sophomore Class”

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Here are a few heartfelt words from our “Sophomore Class” explaining how client-centered communication and unparalleled customer service are the keys to what sets WealthEdge® apart. We hold ourselves to a higher standard and we continue to “make the grade” every day.

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What Binds Us Together, Sets Us Apart

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We sat down for a conversation with Patricia Zapata to discuss her role as the Accounting Manager who ensures that the staff strictly adheres to the unique processes and procedures of WealthEdge®.

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Connecting the Dots with the Stock Market’s Disconnect

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Throughout this pandemic, the stock market, at times, may seem to deviate from reality.  At a time where businesses are closed, unemployment is at record highs, and vaccines are still in the future, the stock market has reflected an optimism that few share.  So, who’s crazy - you or the stock market?  Believe it or [...]

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WealthEdge® Conversations: Bhav Basnet

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During this time, our team has had the opportunity to be reminded of their confidence in working at WealthEdge®. With the chance to have a conversation with our Tax Manager, Bhav Basnet, we thought it was important for him to explain his perspective on the topic.

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How Dr. Suess Relates To Our World

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Stan Kagan, Director of Taxation for WealthEdge® discusses a Dr. Suess quote he stumbled upon while homeschooling his children.

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The Value Of A True Financial Partner

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Stan Kagan, Director of Taxation for WealthEdge® discusses the value of a true financial partner in a recent phone call interview.

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Working Capital, Balance Sheets & Business Principles

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