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Financial Planning Corner: Are You Giving the IRS Free Money?
Read more: Financial Planning Corner: Are You Giving the IRS Free Money?We ask clients to send us their completed tax returns every year. This helps us identify planning opportunities, informs trading decisions, and allows us to…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsThe broad stock market, measured by the S&P 500, recorded a 5% drop from recent highs…
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Are You Tax-Efficient?
Read more: Are You Tax-Efficient?There has been much speculation about the current tax proposal and what may eventually pass. While…
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It’s Too Early to Worry About Inflation
Read more: It’s Too Early to Worry About InflationEvery Quarter, headline news offers at least one new reason to become nervous about investing in…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsGlobal equities continued to rally throughout the quarter. They reached all-time highs again in late June,…
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Death is Easier, Financially
Read more: Death is Easier, FinanciallyIn my last column, “What Happens if You Live?”, I discussed living but not being able…
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Built to Last: Time IN vs TimeING
Read more: Built to Last: Time IN vs TimeINGDo you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsWhat a difference a year makes. In February of 2020, we were talking about the end…
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What Happens if You Live?
Read more: What Happens if You Live?Many people think Estate Planning is only about where their money and property go after they…
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If You Remember Only These 5 Things
Read more: If You Remember Only These 5 ThingsFirst and foremost, considering all the unusual turmoil in our lives the past year, we thank…