Traditional Ways of Handling Concentrated Positions With the S&P 500 up more than 200% over the past 10 years, many investors have portfolios that contain highly appreciated stock positions, which may result in significant concentration
Section 351 Exchange Funds: A New Diversification Tool for Concentrated Stock Positions
September 10th, 2025 by Jon Grebosky
Financial Planning
Quarterly Insights
July 17th, 2025 by Christopher Sidoni
Investment Management
The second quarter got off to a rocky start with U.S. stocks declining in value by more than 10% in just two trading days (April 3 and 4). The selloff precipitated by President Trump’s tariff
Quarterly Insights
April 15th, 2025 by Christopher Sidoni
Investment Management
Sometimes when I come across an interesting investment illustration, I will take a picture of it on my phone to revisit it later. You might do the same with quotes or pieces of an article
How Grantor Retained Annuity Trusts (GRATs) Can Help Minimize Estate Taxes
April 4th, 2025 by Chad Hileman
Financial Planning
As Benjamin Franklin famously said, “Nothing is certain except death and taxes.” While both are inevitable, smart estate planning can help reduce the tax burden on wealth transfers at death. Understanding Estate Taxes and Exemptions
Gibson Leadership Commemorates Firm’s 35th Anniversary on Emigrant Partners’ RIA+ Podcast
January 27th, 2025 by Gibson Capital
GC News
Managing Partners Christine DeMao, COO, and Chris Sidoni, CIO, recently joined Emigrant’s Mark Bruno, host of RIA+, a podcast dedicated to exploring growth, talent, and leadership in the RIA industry. Christine and Chris highlighted Gibson’s