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Tax Reform

On Wednesday, December 20th, Congress passed the broadest tax reform in a generation and we expect President Trump to sign it into law by week’s end. Most of the provisions for individuals take effect on January 1st, 2018 and without further action expire after 2025....

Retirement Blindspots

[mp_row] [mp_span col=”12″] [mp_row_inner] [mp_span_inner col=”12″] [mp_heading] Some life & financial facts that can be overlooked. [/mp_heading] [/mp_span_inner] [/mp_row_inner] [mp_row_inner] [mp_span_inner col=”12″]...

Why You Should Stay in Stocks in 2016

[mp_row] [mp_span col=”12″] [mp_row_inner] [mp_span_inner col=”12″] [mp_heading] One bad trading day is not the year. [/mp_heading] [/mp_span_inner] [/mp_row_inner] [mp_row_inner] [mp_span_inner col=”12″] [mp_text] The stock market...

Will You Avoid These Estate Planning Mistakes?

[mp_row] [mp_span col=”12″] [mp_row_inner] [mp_span_inner col=”12″] [mp_heading] Too many wealthy households commit these common blunders. [/mp_heading] [/mp_span_inner] [/mp_row_inner] [mp_row_inner] [mp_span_inner col=”12″]...

Your Year-End Financial Checklist

[mp_row] [mp_span col=”12″] [mp_row_inner] [mp_span_inner col=”12″] [mp_heading] Seven aspects of your financial life to review as the year draws to a close. [/mp_heading] [/mp_span_inner] [/mp_row_inner] [mp_row_inner] [mp_span_inner...

China’s Chaotic Market

As the world watches, the nation’s government tries to end the downturn. Investors worldwide worry about the state of China’s equity market. You could argue that these fears have impacted Wall Street as much as the crisis in Greece. The recent ups and...