News & Insights

Apr
8

Will Dividends Make a Comeback in 2019?

The reality is that dividends never left, it’s just that no one is paying attention The current bull market celebrated…

Mar
27

Life in a Box

At Avitas, we encourage clients to “organize” their financial picture. Our Total Wealth Organizer is an easy, effective tool to…

Mar
22

Helping Your Heirs While Helping Others

A charitable remainder trust (CRT) can be a highly effective financial and estate planning tool. The CRT can allow you…