Strategic outlooks, insights, and news keeping you informed.
Explore our latest perspectives with insights and updates from our professionals, along with news and headlines featuring Bridgehampton.
1Q 2025 Investor Update
April 6, 2025: The Bridgehampton Group discusses a volatile first quarter and their thoughts on how to position expectations moving forward.
1Q 2025 Investor Update
April 6, 2025: The Bridgehampton Group discusses a volatile first quarter and their thoughts on how to position expectations moving forward.
Transitioning from Private Foundations to Donor Advised Funds
April 2025: Transitioning from Private Foundations to Donor Advised Funds
Transitioning from Private Foundations to Donor Advised Funds
April 2025: Transitioning from Private Foundations to Donor Advised Funds
The Benefits of Donor Advised Funds
April 2025: The Benefits of Donor Advised Funds
The Benefits of Donor Advised Funds
April 2025: The Benefits of Donor Advised Funds
An Introduction to Donor Advised Funds
March 2025: An Introduction to Donor Advised Funds
An Introduction to Donor Advised Funds
March 2025: An Introduction to Donor Advised Funds
What you need to know about state estate taxes
March 2025: State estate tax laws are an important part of your estate plan. Here we discuss four key considerations related to including them in your estate plan.
What you need to know about state estate taxes
March 2025: State estate tax laws are an important part of your estate plan. Here we discuss four key considerations related to including them in your estate plan.
IRAs & Inheritance Rules
Recent changes to rules governing inherited IRAs significantly impact tax and estate planning for many individuals. Learn more about these changes in our newest white paper.
IRAs & Inheritance Rules
Recent changes to rules governing inherited IRAs significantly impact tax and estate planning for many individuals. Learn more about these changes in our newest white paper.
Donor Advised Funds vs. Private Foundations
Our team discusses two commonly used charitable giving vehicles: Donor Advised Funds (DAFs) and Private Foundations.
Donor Advised Funds vs. Private Foundations
Our team discusses two commonly used charitable giving vehicles: Donor Advised Funds (DAFs) and Private Foundations.
4Q 2024 Investor Update
January 2025: Review our New Year investor memo discussing market expectations for the year ahead.
4Q 2024 Investor Update
January 2025: Review our New Year investor memo discussing market expectations for the year ahead.
Year-End Planning for 2024
October 2024: What steps should be taken to assess your finances and tax liabilities ahead of year-end? The latest article from Senior Financial Planner Cintia Kempkes, CFP® discusses how best to prepare for 2025.
Year-End Planning for 2024
October 2024: What steps should be taken to assess your finances and tax liabilities ahead of year-end? The latest article from Senior Financial Planner Cintia Kempkes, CFP® discusses how best to prepare for 2025.
Forbes Top RIA Firm 2024
October 8, 2024: Forbes has ranked Ingalls & Snyder on their 2024 list of America’s Top RIA Firms.
Forbes Top RIA Firm 2024
October 8, 2024: Forbes has ranked Ingalls & Snyder on their 2024 list of America’s Top RIA Firms.
Potential Estate Tax Law Changes
September 2024: For many individuals with large estates, the upcoming sunset of the current estate and gift tax laws could become a source of concern. Our team reviews potential planning strategies to consider.
Potential Estate Tax Law Changes
September 2024: For many individuals with large estates, the upcoming sunset of the current estate and gift tax laws could become a source of concern. Our team reviews potential planning strategies to consider.
Top RIA 2024
July 2024: Ingalls & Snyder recognized as one of the nation's 2024 Top RIAs by Financial Advisor Magazine.
Top RIA 2024
July 2024: Ingalls & Snyder recognized as one of the nation's 2024 Top RIAs by Financial Advisor Magazine.
U.S. Fixed Income Market Insights
May 28, 2024: Insight into our approach to fixed income portfolio construction along with a discussion of current and potential future opportunities in the markets.
U.S. Fixed Income Market Insights
May 28, 2024: Insight into our approach to fixed income portfolio construction along with a discussion of current and potential future opportunities in the markets.
Estate Planning Matters
May 2024: A thorough and specific plan is crucial to ensure your estate plan remains intact after your passing. There are four core components your plan should entail.
Estate Planning Matters
May 2024: A thorough and specific plan is crucial to ensure your estate plan remains intact after your passing. There are four core components your plan should entail.
Is a Roth IRA Conversion Worth It?
May 2024: While Roth IRAs can potentially be a source of wealth generation, there are important points to consider before converting a traditional IRA to a Roth IRA.
Is a Roth IRA Conversion Worth It?
May 2024: While Roth IRAs can potentially be a source of wealth generation, there are important points to consider before converting a traditional IRA to a Roth IRA.
Why Should You Review Your Life Insurance Regularly?
May 2024: Despite the important role life insurance plays in financial plans, people often avoid thinking about the topic. Learn why this is a mistake and life insurance must be reviewed regularly – including what a thorough review of existing plans should look like.
Why Should You Review Your Life Insurance Regularly?
May 2024: Despite the important role life insurance plays in financial plans, people often avoid thinking about the topic. Learn why this is a mistake and life insurance must be reviewed regularly – including what a thorough review of existing plans should look like.
1Q 2024 Investor Update
April 2024: The Growing Perfusion of AI: As AI continues to develop, what will the effects be on the full AI ecosystem along with affected sectors?
1Q 2024 Investor Update
April 2024: The Growing Perfusion of AI: As AI continues to develop, what will the effects be on the full AI ecosystem along with affected sectors?
4Q 2023 Investor Update
January 2024: Resisting Siren Calls: Why using a nuanced compass to manage portfolios continues to matter.
4Q 2023 Investor Update
January 2024: Resisting Siren Calls: Why using a nuanced compass to manage portfolios continues to matter.
1Q 2023 Investor Update
April 2023: Geopolitical tensions and economic instability abound; the group discusses their effects on the markets and investor portfolios.
1Q 2023 Investor Update
April 2023: Geopolitical tensions and economic instability abound; the group discusses their effects on the markets and investor portfolios.
