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June 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 22, 2021 | Market Commentary
The pressure was building for years, and the global pandemic struck the match. The US housing market is on fire. Residential homes are going for 10, 20, and even 30 percent or more over list price. There are stories of open houses so full there’s no room to move, and anecdotes of bidding wars …
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All AudiencesJune 18, 2021 | Fundraising
Fundraising is an important part of the financial health for most non-profit organizations. Advisors who are fluent in the basics of fundraising philosophy and processes will better understand the financial needs of their clients and can help communicate this important …
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Financial AdvisorsJune 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 AudiencesJune 07, 2021 | Retirement Plans
In recent years, many employers have frozen their defined benefit plans as 401(k) and other defined contribution plans have grown to become the primary retirement savings vehicles. Given that popularity, the structure and cost of 401(k) plans has come under greater scrutiny, resulting in an …
June 04, 2021 | Market Commentary
Executive Summary Inflation is rising, and we expect it to continue rising in the near-term We believe these above-trend price increases will be relatively short-lived as the economy works through a variety of transitory issues Long-term structural forces should continue to keep …
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All AudiencesJune 02, 2021 | Market Commentary
Watching the Inflation Curve US stock and bond market performances were relatively flat for the month of May. While it may seem like it was a quiet month in the aggregate, there were a few moments of volatility throughout the period. In mid-May, the US Consumer Price Index for April rose by its …
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All AudiencesMay 27, 2021 | Tax Planning
In the second and final session of this webinar series, our experts reviewed case studies from basic SEPs to Defined Benefit/Defined Contribution arrangements for the vast owner-only marketplace and share ways to identify opportunities in your current book of business that …
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Financial AdvisorsMay 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 24, 2021 | Estate Planning
Planned giving conversations are often brought up after a major life event: marriage, divorce, retirement, death in the family, etc. In some ways, the COVID-19 pandemic has been a major life event for everybody. It’s brought about significant changes in our day-to-day lives, and it’s led us all …
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