Skip to main content
menu
  • Home
  • About Us
  • Our Process
  • Our People
  • Quotes
  • Services
    • Families
    • Organizations and Businesses
  • Media
  • Client Login
  • Contact
  • Families

Media

May 1, 2021

“We, the Family”: The Benefits of a Family Constitution

Mar 1, 2021

You Need a Cohesive Wealth Management Team. Here’s Why.

Feb 1, 2021

The Importance of Stress Testing Your Wealth Strategies

Nov 1, 2020

Cash Balance Defined Benefit Plan: A retirement plan that could help quickly grow a business owners wealth. 

Sep 1, 2020

Business Planning and Personal Wealth: "If You Fail To Plan, You Are Planning To Fail"

Jul 1, 2020

Business Succession and Continuity

May 1, 2020

Plan for Unforeseen Events

Apr 1, 2020

CARES Act for Businesses

Apr 1, 2020

CARES Act For Individuals

Mar 1, 2020

Stay On Budget to Take Control of Your Financial Future

Feb 1, 2020

This account helps you save money for medical expenses

Feb 1, 2019

Don't Lose Out Because of the Tax Cuts and Jobs Act

Pagination

  • Current page 1
  • Page 2
  • Next page Next ›
  • Last page Last »
The opinions expressed are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction.  The views, strategies or products discussed may not be appropriate or suitable and may be subject to risk.

Thomas M. Dowling & Craig Margolies are Registered Representatives of and offers securities products and services through Aegis Capital Corporation Member FINRA/SIPC. In this regard this communication is strictly for individuals residing in the various states in which the Representatives are licensed. No offers may be made or accepted from any resident outside the state licensure referenced.

Thomas M. Dowling & Craig Margolies are also separately registered as an Investment Adviser Representatives with Aegis Capital Corporation, a SEC Registered Investment Adviser offering advisory services in various states. As such, these services are strictly intended for individuals residing in the states in which the advisor is licensed.

Brandon Witt is a Registered Representative of Aegis Capital Corporation Member FINRA/SIPC. In this regard this communication is strictly for individuals residing in the various states in which the Representative is licensed.

Brokerage and investment advisory products and services, are offered through Aegis Capital Corp, a member of FINRA and SIPC.  Insurance products are made available through, ACC General Agency, a licensed insurance agency.  For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.

The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision.  Prior to making any investment or financial decision, an investor should seek advice from a financial, legal, tax and other professional that consider all of the particular facts and circumstances of an investor's situation.  The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.

Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Check the background of your financial professional on FINRA's BrokerCheck

Form CRS and General Disclosures

Aegis Risk Disclosures

Website navigation

  • Home
  • About Us
  • Our Process
  • Our People
  • Quotes
  • Services
    • Families
    • Organizations and Businesses
  • Media
  • Client Login
  • Contact
  • Families

Locations

Village at Wexford
1000 William Hilton Pkwy Suite C5
Hilton Head, SC 29928

(843) 715-2239

40 Wall Street,46th Floor
New York, NY 10005

(212) 806.6303

infohh@aegiscap.com

Contact Us

© 2021 TKD Management LTD All rights reserved.