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FeaturedFive year-end tax moves worth making before December 31
The last quarter is when most tax savings are won or lost. Here are the five moves our CPAs review with every client this fall.
Planning ideas and perspective.
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Selling your business? The three years before the sale matter most
Most of the value in a business sale is decided long before a buyer calls. What owners can do now to be…
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Quarterly perspective: patience is a position
Our investment committee on markets, interest rates and why doing less is often the harder, better choice.
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Talking to your family about wealth, before it is urgent
The best estate plans are ones the family already understands. How to start the conversation, and what to say first.
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Retirement income is a paycheck you design
Turning savings into dependable income takes more than a withdrawal rate. Here is how we build a retirement paycheck.
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Evenhold Partners opens its Minneapolis office
Our fourth office brings Evenhold’s integrated planning, tax and investment team to families across the Upper Midwest.
Watch: ideas in a few minutes.
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Evenhold in two minutes
Who we are, how we work and what it feels like to have one team behind every decision.
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How we build a retirement paycheck
Grace Holloway walks through the income plan we build for clients entering retirement.
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Preparing a business for sale
Daniel Kerr on the value gaps buyers look for and how owners can close them.
The Even Keel
Conversations with our team about the decisions that shape family wealth.
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James Whitfield, JD, LL.M.
32:14
Ep. 3: Family governance without the drama
James Whitfield on family meetings, trustee choices and preparing heirs for responsibility.
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Marcus Oyelaran, CFA
27:48
Ep. 2: When one stock is most of your net worth
Our CIO on concentrated positions, exchange funds and diversifying without a tax shock.
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Catherine Ashby, CFP®
24:05
Ep. 1: Why one team beats five specialists
Catherine Ashby on the gaps between tax, investment and estate advice, and how to close them.
The Evenhold Letter
Four times a year: tax moves, market perspective and family planning ideas.
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The Evenhold Letter: Autumn 2026
Year-end tax planning, our investment committee’s outlook and a new family meeting guide.
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The Evenhold Letter: Summer 2026
Designing a retirement paycheck, talking to family about wealth and news from our new Minneapolis office.
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The Evenhold Letter: Spring 2026
Business transition planning, tax season reminders and our annual client experience survey results.
