Hightower Westchester

05/28/2026

Smart investing matters. But so does understanding what happens at tax time. Capital gains taxes can take a meaningful bite — even from well-timed, well-executed decisions. Watch to learn why tax planning belongs in every investment conversation.

05/22/2026

Your portfolio review may be on the calendar—but life and markets don’t always stick to the schedule. Big life changes, market swings, or tax considerations can create moments where waiting to check in may mean missing something important. In this month's blog, Richard Flahive highlights five situations when it may be worth revisiting your portfolio sooner, offering practical insights to help you stay informed, aligned, and ready to have the right conversation with your advisor.

Waiting for Your Next Portfolio Review Might Not Be Enough If you’re working with a financial advisor, you likely meet once or twice a year to review your portfolio and make adjustments based on your goals and market conditions. These scheduled check-ins are valuable—but they’re not always ...

05/19/2026

Most investors focus on what they make. Fewer think carefully about what they keep after taxes.

Capital gains taxes don't have to disrupt a well-built investment plan — but that requires knowing which strategies may be available, and how they actually work.

In our latest video, Dawn Israel walks through two real estate strategies that often come up in this conversation: 1031 Exchanges and Opportunity Zones. She also covers the broader landscape of legitimate tax planning — and the important distinction between appropriate strategies and abusive shelters.
If you're thinking about a property sale, a business exit, or simply want to understand how the tax side of investing fits into your overall plan, this is worth 4 minutes of your time.

05/19/2026

Building a business is one challenge. Thinking about what it means for your future is another.

Running a business means carrying real responsibility — for your people, your clients, and your future. Many business owners eventually ask:

• With most of my wealth tied up in the business, what does that mean long term?
• How do I prepare for retirement while staying focused on growth today?
• Is my insurance coverage aligned with the needs of my business and my family?

These are common questions at every stage. Our role is to help business owners think through them thoughtfully over time.

05/14/2026

Leaving money directly to someone puts it in their hands immediately — with no structure around how it's used.

A trust may allow you to support your loved ones' health and lifestyle, while also providing structure around how assets are distributed over time.

You worked hard to build what you have. It's worth thinking about how it holds together.

05/08/2026

Estate planning isn't a death plan. It's a life plan.

What happens if you're alive — but can't act?

A trust may allow a trusted person to step in and manage your finances without court involvement, smoothly, and privately.

It's often the most overlooked part of the plan — and the part people wish they'd addressed sooner.

04/30/2026

You may have a will. That doesn't always mean your estate plan is complete.

A will typically must go through probate — a public, court-supervised process that may take time and come with costs.

A trust may accomplish the same goals, privately and without court involvement.

Worth understanding before you assume a will covers everything.

04/22/2026

Market ups and downs are inevitable—but how you feel about them can make all the difference. In this month's blog, Roman Ciosek explores what risk tolerance really means, why it plays a critical role in long-term investing, and how personal factors like time horizon, financial situation, and emotions shape the way investors experience market volatility. No matter where you are on your financial journey, gaining clarity around risk tolerance can be an important step toward building a strategy that feels sustainable and aligned with your goals.

How would you feel if your investment account dropped 10% tomorrow? If that thought barely registers, your risk tolerance may be higher. If it makes your stomach turn, it may be lower. Neither reaction is right or wrong—but understanding it is essential. Risk tolerance is simply your comfort level...

04/21/2026

Is a will really enough—or do you need a trust, too? In this videocast, Peter Lang walks you through how trusts work, how they differ from wills, and why they're often used to help with privacy, continuity, and protecting loved ones. If you've ever wondered whether a trust makes sense for your family, this is an easy place to begin.

04/17/2026

We are pleased to share that Peter Lang has been named to the 2026 Forbes | SHOOK Best-In-State Wealth Advisors list for the sixth consecutive year. We extend our sincere appreciation to our clients for their continued trust, and to our team for their ongoing dedication and commitment.

Read the full press release here: https://hightoweradvisors.com/blogs/news/forty-hightower-advisors-recognized-on-forbes-2026-americas-top-wealth-advisors-and-best-in-state-wealth-advisors-list



[This rating was provided on April 7, 2026, by Forbes | SHOOK Research. It covers the period of data as of August 6, 2025. There was no compensation exchanged in consideration for or the use of this rating. For more information, please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/ ]