Financial Planning

Mid-Year Outlook: Staying Patient in a Bear Market

July 18, 2022 | Investing

A tough start to 2022 After closing out 2021 on a high note, 2022 has brought challenge after challenge. The post-pandemic recovery was remarkable for so many reasons. The market fell quickly, but it snapped back just as fast, and then continued on up and up, breaking …

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Investing

Marginal vs. Effective Tax Rates

May 25, 2022 | Tax Planning

What comes to mind when you think about taxes? It’s probably not the blissful feeling of sipping a refreshing drink on the beach. Instead, it’s deadlines, numbers, forms, and an overall annoyance. It doesn’t help that tax rules are constantly updating, making a complex topic even more difficult. …

The Value of Tax Management

May 24, 2022 | Financial Planning

If saving and investing are the building blocks of wealth planning, then proper tax management is the roof protecting the building. Great investment results, or your house, can be bogged down by poor tax decisions, or a leak in the roof, hampering your ability to meet long-term goals. Wealth …


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