Eric Agrimson - Cedrus Wealth Group - Financial Advisor

06/08/2026

Step-Up in Basis: Simple but Often Misunderstood

One of the biggest wins in tax planning… and one of the most misunderstood.

What is a step-up in basis?

• When someone passes away, certain assets reset to current market value

• This can reduce (or eliminate) capital gains taxes when sold

Common examples that DO get a step-up:

• Individual stocks

• ETFs

• Mutual funds

• Real estate

• Taxable investment accounts

But not everything qualifies… Some assets do NOT get a step-up:

• IRAs and 401(k)s

• Annuities

• 529 accounts

• Deferred compensation

• Savings bonds

Why this matters:

• Two assets can look the same on paper… but be taxed very differently

• Smart planning can help families keep more of what they’ve built

Bottom line: Not all assets are created equal when it comes to taxes.

Understanding the difference can make a big impact for the next generation.

06/03/2026

⛳Join us for Golf for Youth, Legacy 2 Inspire’s first annual golf scramble fundraiser on August 18 at Fox Hollow Golf Club!

Register as an:
🏌️ Individual Golfer
🏌️ Foursome Team

Want to level up your round? Add a Game Pack that includes:
⛳ 1 Mulligan
⛳ 1 Tee Box Advantage
⛳ 1 Drink Ticket

Every swing helps support Legacy 2 Inspire’s mission of connecting with youth through building together and funds programs for the 2026–2027 school year.

Grab your spot and swing for a purpose!

🔗Register at https://app.eventcaddy.com/events/golf-for-youth-legacy-2-inspire/register

05/29/2026

As we approach mid-year, markets continue to remind us of a few important things.

Here is what continues to stand out:
• Does your portfolio give you opportunity if markets shift?
Not just protection—but the ability to act when others hesitate.
• The news cycle is not your strategy.
Headlines are designed to pull you in, not guide wise decisions.
• Risk is always present—it just changes form.
Trying to react to each one often creates more problems than it solves.
• Your investments should fit your life, not the market.
Your goals. Your timeline. Your comfort with risk.
• Discipline beats emotion. Every time.
The biggest mistakes rarely come from bad investments… but from reactions.

Mid-year is a good time to pause and ask:
“Am I positioned to react with confidence… or just hoping things go well?”

If you are unsure, that is okay.

A simple check-in can make a big difference.

05/26/2026

We are almost halfway through the year…

Let me ask you, are you where you thought you’d be?
Most people don’t check until December.
The ones who win… adjust now.

Here’s a simple reset you can do in 10 minutes:
1. Goals
• Still chasing what actually matters?
2. Spending
• Is your money working for you—or just disappearing?
3. Savings
• Building momentum or standing still?
4. Investments
• On track… or slowly drifting?
5. Debt + protection
• Anything quietly holding you back?
6. What’s next
• Taxes, big expenses, opportunities ahead

Here’s the truth:
Small moves right now can completely change how your year ends.

This isn’t about being perfect it’s about being intentional… and a good steward

Quick challenge:
Take 10 minutes this week and run through this list.

Or…

If you want a second set of eyes, let’s connect.
I’d be glad to help you make a few smart moves before the year gets away from you.

05/25/2026

05/20/2026

529 plans offer tax-advantaged growth and more flexibility than families realize to help prepare for future education expenses.

*Please consult your financial and tax professionals regarding your specific situation.*

05/15/2026

Get ready for a great day on the course and for an even greater cause!

I’m excited to be part of the Legacy 2 Inspire Golf Tournament, and this is an event you won’t want to miss.

Many of you know how much I enjoy golf, but it’s even better when the game brings people together to support something meaningful right here in our community. Legacy 2 Inspire is doing incredible work and I’m honored to be involved.

Whether you join as a solo golfer, put together a foursome, or come alongside us as a sponsor, we would love to have you there.

Come for the golf, local impact, good laughs, and yes, probably a few missed putts.

Looking forward to seeing you out there!

Registration is now open for Golf for Youth, Legacy 2 Inspire’s first annual golf scramble fundraiser on August 18 at Fox Hollow Golf Club!

Register as an:
🏌️ Individual Golfer
🏌️ Foursome Team

Want to level up your round? Add a Game Pack that includes:
⛳ 1 Mulligan
⛳ 1 Tee Box Advantage
⛳ 1 Drink Ticket

Every swing helps support Legacy 2 Inspire’s mission of connecting with youth through building together and funds programs for the 2026–2027 school year.

Grab your spot and swing for a purpose!

https://app.eventcaddy.com/events/golf-for-youth-legacy-2-inspire

05/10/2026

A mother’s heart anchors our families. To all of the mothers, thank you for the love and care you pour into your families. It’s the greatest gift! We hope you feel seen and celebrated this weekend!

05/04/2026

I am excited to share that I have made the decision to move my practice to Cedrus Wealth Group.

I am deeply grateful for the foundation, support, and many wonderful people at Edward Jones. The relationships built there will always mean a great deal to me.

As I look ahead, my commitment remains the same, serve clients at a high level and steward their investments well and provide tailored solutions. After thoughtful consideration, I made this move because I believe it allows me to better meet the evolving needs of the individuals and businesses I serve. These decisions are never easy, but they are made with clients at the center.

If you would like to learn more about what this move means I would love to connect and share more and how it strengthens the services I can provide you. You can learn more about Cedrus Wealth Group here: cedruswealthgroup.com

I am so excited for this next chapter and what it means for my clients!

03/06/2026

Fraud is on the rise, with Americans losing $125 billion in 2024 alone — a 25% jump from the prior year. Investment scams alone cost people $5.7 billion. Scammers are getting more sophisticated; learn what to look for.

6 signs you could be a victim of financial fraudwww.edwardjones.com/us-en