Welcome Dan Ebert • New York City Office • 2026 Tax Guides • 2025 Market Review
Monthly AIRE Perspectives – January 2026
Dear Friends and Valued Clients,
Please see below for The MAP – Monthly AIRE Perspectives for this month.
AIRE Advisors Welcomes Dan Ebert
We are pleased to welcome Dan Ebert, CEPA, to AIRE Advisors! Dan brings a strong foundation in wealth management to AIRE, having begun his career as a licensed advisor at Equitable before joining Merrill Lynch in its flagship Rockefeller Center office in Manhattan. His experience working with sophisticated clients aligns seamlessly with AIRE’s commitment to thoughtful, customized advice. We are thrilled to have Dan join the AIRE Advisors team and help establish our New York office!
AIRE Advisors Launches New York City Office
Along with the addition of Dan to our team, we are pleased to let you know that AIRE Advisors has expanded to the heart of the world’s financial center with our brand new office in New York City!
2026 Tax Guides
We would like to share with you some helpful tax guides, courtesy of Nuveen. Download the 2026 Tax Reference Guide, Social Security Quick Reference Guide, and Medicare Quick Reference Guide.
2025 Market Review
Please find a brief but interesting 2025 Market Review from Dimensional.
Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.
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