GivingTuesday 2022

As a team, Alitis has donated $800 to the Cancer Drive Line as part of the GivingTuesday movement.

GivingTuesday 2022

As a team, Alitis has donated $800 to the Cancer Drive Line as part of the GivingTuesday movement.
Posted on November 29 | Insights
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November 29, 2022/by Natalie Nguyen

Making spirits bright: Collecting donations for local kids

Community giving will continue to be at the forefront of what we do at Alitis. As a firm, we strive to be active members within our communities through both volunteer time and donations, to truly maximize the impact of our efforts.
Posted on November 21 | Insights
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November 21, 2022/by Natalie Nguyen

New Website Launched

Designed with purpose and transparency in mind, our revamped website provides more valuable content such as the investment details for all of our current funds. We've improved the navigation within the site and across different platforms; whether you are viewing on your desktop, tablet or mobile device, we hope you have an enjoyable experience.
Posted on November 15 | Resources
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November 15, 2022/by Natalie Nguyen

Community Spotlight: Patron of the Arts

The season’s most glamorous event, the Wearable Art Show, was held on October 15th at the Tidemark Theatre. The evening consisted of a high-quality production of a showcase of new and recycled wearable art and is also a major fundraiser for POTA.
Posted on November 09 | Insights
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November 9, 2022/by Natalie Nguyen

2022 Holiday Hours

The entire team at Alitis would like to wish you and your family the best of the holiday season and a Happy New Year!
Posted on November 02 | Resources
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November 2, 2022/by Natalie Nguyen

Learnings from Last Man Standing: The Ascent of Jamie Dimon and JPMorgan Chase

Last Man Standing, by author Duff McDonald, provides readers a deep insight into the life and career progression of Jamie Dimon, his relationship with mentor Sandy Weill (& the subsequent falling out) along with the happenings of the financial markets in the early 1980s, 1990s, and 2000s leading up to the Global Financial Crisis of 2008-09 and the aftermath.
Posted on October 25 | Insights
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October 25, 2022/by Natalie Nguyen

How to include charitable giving in your estate plan

With estate planning, many people worry that donating to charity will take inheritance away from their heirs. In reality, leaving money to charity means that you are adopting another child and disinheriting the taxman.
Posted on October 21 | Insights
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October 21, 2022/by Natalie Nguyen

When to start taking CPP

It is important to remember that everyone has a unique situation, and when your friends or neighbors start taking CPP, may not be the right decision for you.
Posted on October 11 | Insights
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October 11, 2022/by Natalie Nguyen