October 2023 Newsletter

The firm’s most recent quarterly newsletter can be found at the link below! In this edition, Jeff Witt, CFA, CFP, CIPM, enlists ChatGPT to write an article, and then he reacts to what is returned. Then Tamara Ballensky, CPA, discusses an important change by the IRS regarding digital asset transaction reporting. Finally, learn more about our two new Associate Wealth Advisors, Chris Paolantonio, CFA, and Jonas Noack, CFA!