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Since 1989, Emrich has practiced the “Serve First” philosophy by seeking to understand before seeking to be understood.  Emrich is the owner of Stellar Advisor and the Mid-Atlantic Partner of Equity Strategies Group (ESG).  He and his team provide leadership and creativity in the areas of Business Succession, Estate, and Charitable Planning. We talk about things that matter with people who care!

Friday, November 11, 2022

With year-end approaching, it is time to start thinking about moves that may help lower your tax bill for this year and next. This year’s planning is more challenging than usual due to recent changes made by the Inflation...

Thursday, October 6, 2022

Investment markets during the third quarter continued a volatile course, with frequent advances and sudden reversals. In the early part of the quarter, investors had hoped that the Fed’s interest rate hikes had done their job and...

Monday, September 26, 2022

The last few weeks have been difficult for investors. Persistent inflation has forced the Fed into a decidedly hawkish stance, aggressively raising rates by adding another three quarters of a point last week. Fed statements have...

Monday, September 12, 2022

Volatility continuesAs we enter September, markets continue to deal with inflation, interest rates and the Ukraine conflict.  As we have seen throughout 2022, investors debated whether the Fed would be able to control inflation...

Monday, July 11, 2022

 During the pandemic in 2020 and 2021, the world and markets had to adjust to a new landscape. We yearned for a return to normal. While the reopening has continued in 2022, it has had a different set of problems and has been both...

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Friday, May 6, 2022

Tuesday, April 12, 2022

Thursday, March 17, 2022

Thursday, February 24, 2022

Tuesday, January 25, 2022

Thursday, January 6, 2022

Tuesday, November 30, 2021

When world events begin to affect investment markets, we always try to see past the sometimes-unsettling headlines to seek perspective and stay actively engaged with our clients. Over the past few days, world investment markets have...

Monday, November 15, 2021

To Our Valued Clients: With year-end approaching, it is time to think about moves that may help lower your tax bill for this year and next. This year’s planning is more challenging than usual due to the uncertainty surrounding...

Thursday, August 5, 2021

You might have heard that the current rules for 1031, or like-kind exchanges for commercial real estate are in the spotlight for potential legislative changes in the very near future. 1031 exchanges have been around since 1921 and have...