Assante Team

Helping our clients
gain financial confidence

2018

2018: A Year in Review

Markets | Dec 18, 2018

During any extended stock market rally, a curious thing tends to occur: several close acquaintances – who aren’t professional investors – enjoy offering me their unsolicited advice on how to…

Year End Tax Planning Considerations for Small Business Owners

Wealth Planning | Dec 11, 2018

As we approach the upcoming 2018-2019 tax season, we want to remind small business owners of some important tax planning considerations. The Income Sprinkling – Simplified Rules for Business Owners…

Sound Bites with Alfred Lam

Markets, Webcasts | Nov 7, 2018

You asked your questions, and Alfred answered!  On October 23, 2018, we had the chance to bring Alfred your top ranked questions. Alfred Lam is the Chief Investment Officer of…

Assante Shred & Protect 2018

Events | Oct 16, 2018

You’re Invited… Identity theft is on the rise, but it doesn’t have to hurt you. Join us at this complimentary document shredding event to protect yourself from identity theft. Bring…