Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by Business Insider in “Give the gift of stocks in 2023 — here are 4 ways to gift stock to friends, family, and charities.”
Whether you're gifting traditional assets like mutual funds or stocks, or offering things like jewelry, precious metals, or other alternative assets, you need to remain mindful of the fair market value of the assets you're transferring, Webb explains.
Access the full article authored by Rickie Houston here.
