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


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

After a 26% gain in 2023, U.S. stocks followed up with a near-repeat performance in 2024, driven once again by strong returns from large technology companies. Other asset classes contributed positively to your portfolio performance.

During the third quarter, the U.S. Federal Reserve Board (the “Fed”) reduced short-term interest rates, marking a shift in interest rate policy from the prior four years. For much of that time, the Fed was

Since 1989, we have been privileged to share many important life changes, memories, and milestones with our clients. Their continued trust and confidence in Gibson Capital have made the longevity of our firm possible. Over