Steven Tann
"I am dedicated to maintaining strong relationships with my clients, and encourage regular communication, dictated by their needs and comfort level, to keep them informed about the process and steps involved in seeking to reach their goals."
About Steven Tann
Welcome
Steven helps create, implement and manage tailored portfolios for high-net-worth individuals and families, and is dedicated to helping them pursue their financial needs so that they may live their lives to the fullest.
Insights
Markets and Economy
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read Now
Wealth Planning
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Wealth Planning
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
Wealth Planning
Changing your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
Markets and Economy
3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read Now
Wealth Planning
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
Wealth Planning
Understanding disability insurance
November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read Now
Investing
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
Markets and Economy
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read NowMarkets and Economy
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWealth Planning
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWealth Planning
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowWealth Planning
Changing your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read NowMarkets and Economy
3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read NowWealth Planning
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWealth Planning
Understanding disability insurance
November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowInvesting
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowMarkets and Economy
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now
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