Broker Check


Thursday, December 21, 2023

Looking to prepare for possible sunset of the Tax Cut and the Jobs Act? Changes may be coming and preparing for this new reality may be a good first step. There may be actions you can take to prepare for what may happen next.

Monday, December 11, 2023

In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different this tax year, and what you can do to prepare. Keep in mind that this guide is for informational purposes only and is not a...

Tuesday, December 5, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. Overall, more than 60 provisions have changed.

Tuesday, November 21, 2023

Many financial advisors fail to implement succession plans, leaving their firms vulnerable to unexpected disruptions. Cutter & Company helps financial advisors create a succession plan that best fits their needs.

Friday, July 21, 2023

Cutter & Company has maintained consistent payouts for more than 30 years, implementing only beneficial adjustments along the way, which provide key advantages to financial advisors contemplating their own independent business.

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Thursday, June 29, 2023

Are you a financial advisor ready to embark on a journey towards setting your own successful independent practice? Cutter & Company has developed a transition timeline that has served our independent advisors well for more than 35 years.

Wednesday, May 3, 2023

For financial advisors tempted to jump right into AI, Cutter & Company suggests a healthy dose of caution is in order.  There may be some ways to utilize the emerging capability, but not without a lot of human intervention.

Friday, February 3, 2023

With the growing trend of financial advisors leaving wirehouse, and with compensation changes at wirehouse firms potentially impacting their earnings, now may be an ideal time for financial advisors to consider setting up their own company.

Tuesday, December 27, 2022

Cutter & Company shows why no potential market or economic situation is more ideal than any other for setting up a new independent financial practice.

Monday, November 14, 2022

The list of compelling arguments to consider establishing an independent firm is lengthy. If you wish to discuss some of them in greater detail, don’t hesitate to contact Cutter & Company directly. 

Friday, October 21, 2022

Financial advisors considering their own firm should consider a conversation with Cutter & Company to gain more insight into the benefits of becoming independent.

Tuesday, July 12, 2022

Between 95% and 96% of millennials, people born between 1982 and 2000, have a smartphone. Cutter & Company understands that while millennials embrace technology they don't solely rely on it especially for their financial matters.

Wednesday, March 23, 2022

When baseball great Yogi Berra is credited with saying “If you don’t know where you’re going, you’ll end up someplace else” he was probably not talking about what could happen to financial advisors who...

Tuesday, November 23, 2021

Financial advisors who have decided the best path for their career and their clients is to create an independent practice have answered some particularly important questions along the way. In short, they’ve decided there are many...