Dolan Capital Advisors, Inc.

Insights

Surprise!

A margin of safety can be helpful when your plan meets reality.

Are Your Beneficiaries Updated?

Making sure Your Wishes are Followed

Important Tax Numbers for 2025

What to Know as You File Away 2024

Market Review - 2024 Annual Review

2024 Capital Market Performance

It’s (Almost) the Season of Giving

Benefits of Charitable Gifting

This Halloween, I’m Dressing Up as a Gift Tax Return

You can avoid the nightmare of Form 709 if you follow some simple rules regarding gifts.