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September 08, 2021 | Financial Planning
The tax code has been through a whirlwind these past few years. We’d forgive our readers if they have a hard time keeping it all straight. To briefly recap, the changes started at the end of 2019 with the passage of the SECURE Act, which changed a number of rules relating to IRAs and …
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All AudiencesAugust 20, 2021 | Financial Planning
We’ve all been there. We didn’t think it through and made a poor decision with our money. Was it because of something you didn’t know in the moment, or maybe you received some poor advice? Or was it more innocent than that: Did you fall victim to a cognitive gaffe or an emotional bias? …
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IndividualsJuly 22, 2021 | Financial Planning
In this webinar, our experts discussed the roaring economic recovery, where we think markets are heading next, and how inflation can impact your portfolio, your plan, and more. You may also be interested in our Mid-Year Outlook, where Ebrahim Busheri, Director of Investments, …
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All AudiencesJuly 12, 2021 | Market Commentary
The economy is roaring, and the market has bounced back, hitting new highs along the way and leaving many investors wondering if we’ve come too far too fast. In our Mid-Year 2021 Outlook, we answer this key question and lay out our expectations for the rest of the year.
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All AudiencesJune 24, 2021 | Financial Planning
With so many young adults graduating high school and college this month, now is a perfect opportunity to have a conversation about finances. Your children and grandchildren look to you for guidance and expertise as they take on life’s challenges, why should finances be any different? Below, we …
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IndividualsJune 09, 2021 | Estate Planning
It’s our mission and top priority: Partnering with families during their working years, through retirement, and on to the next generation. We’re successful when you are successful in achieving your financial goals. Eventually, our relationships with individuals transition at a client’s death, …
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All AudiencesMay 27, 2021 | Active Management
The 2017 Tax Cuts and Jobs Act made sweeping changes to our tax laws. One of the most significant was the nearly doubling of the standard deduction, an amount the IRS allows all tax filers to deduct from their income each tax year. For the 2021 tax year, the standard deduction is $12,550 for …
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All AudiencesMay 13, 2021 | Financial Planning
This article was written in collaboration with John Hawkins of Paramax Corp. John Hawkins’ 30+ year career incorporates a wide range of experiences including roles as an owner/operator of several successful privately held companies, senior executive of a publicly traded corporation, and …
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All AudiencesApril 29, 2021 | Financial Planning
Making an impact is different for everyone. Watch our panel discussion on how the need for green space preservation can closely align with the growing trend of socially responsible investing.
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All AudiencesApril 26, 2021 | Financial Planning
For 17 years, April has been known as Financial Literacy Month: an opportunity to develop a greater understanding of financial concepts to reflect on your current situation. While we all understand that financial literacy is important, actually following through and completing your financial …
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