What it takes to manage the wealth of Wall Street's elite

Gabe Schulman, partner at Lenox Advisors, recently joined InvestmentNews anchor Gregg Greenberg to share insights into the skills and strategies behind managing high-level portfolios.

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What wealth firms can do to elevate women in the workplace

Kristi Vassak, Managing Partner and COO of Lenox Advisors, shares her insights with InvestmentNews on the value of humanity in leadership, how standardization drives success, and the impact of thoughtful mentorship.

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The Power of Planning for the Inevitable with Abbe F. Large

Join Abbe F. Large and Chelsea Williams as they dive into the challenges women face in finance and share strategies for lasting change.

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Angie LeMar Named Chief Strategy Officer of Lenox Advisors!

Lenox Advisors is proud to announce the promotion of Angie LeMar to managing partner and Chief Strategy Officer!

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You probably can’t avoid tax on retirement income, so plan now

Most retirees owe tax on their income, but how much depends on several factors. This article reviews the three types of retirement savings accounts and suggests withdrawing from taxable accounts first, tax-deferred accounts second

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Is a Roth IRA Conversion Right for You?

Deciding between a Roth IRA and a traditional IRA generally depends on whether someone is better off paying taxes now (Roth) or later (traditional). This article lists factors that suggest someone might want to convert a traditional IRA to a Roth IRA, including current income temporarily falling into a lower tax bracket. Have you considered converting your traditional IRA into a Roth IRA? This strategy may offer several benefits, and it's available regardless of income level. However, a Roth IR

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When Does it Make Sense To Fund Gifts With Retirement Savings?

Using your traditional IRA or employer-sponsored retirement account to fund gifts generally is a bad idea. However, under certain circumstances, funding gifts with your retirement savings may provide a tax advantage.

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How Tax Diversification Can Increase Your Retirement Income

For many Americans, 401(k) and other tax-deferred retirement plans represent the lion’s share of their investable assets.

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Wealth Management

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