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For more than 20 years, I have helped high net worth individuals, institutional clients, corporations, and directors of public companies manage the various aspects of their finances, including retirement and estate planning strategies, tax-efficient investing, maximizing income, and risk management.
As Vice President/Investments of Stifel's Shrewsbury office, I am committed to understanding your ever-changing financial needs.
Let me show what Stifel can do for you.
Ted Gauss
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
Compare the potential future value of tax-deferred investments to that of taxable investments.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Will you be able to afford nursing home care?
This calculator can help you determine how soon you can pay off your mortgage.