December 2024In The NewsWill munis make sense in a lower-tax environment? TwinFocus Managing Partner Paul Karger tells Barron’s that municipal securities with shorter maturities could be worth considering for the right investorsRead More
October 2024In The NewsPaul Karger joins BNN Bloomberg to share his perspective on earnings season thus far, and how the election could impact equities.Read More
October 2024In The NewsJohn Pantekidis speaks with Finanical Advisor Magazine to discuss tax management strategies when in retirementRead More
October 2024In The NewsJohn Pantekidis, MP of TwinFocus, speaks with Business Insider on the various sophisticated tax strategies investors can implement to reduce capital gains taxes.Read More
October 2024In The NewsPaul Karger speaks with Professional Wealth Management (PWM) about the current state of the real-estate market and tax advantages for investors.Read More
October 2024In The NewsRead TwinFocus Co-Founders Wesley Karger, CFA and Paul Karger, CFA’s latest thought piece in Family Wealth Report, outlining the key questions UHNW families should ask prospective advisors.Read More