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“Wait it out” or “cash it out” are often common thoughts during these market highs and lows. But while capturing gains may be top of mind, more important is rebalancing your portfolio.
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Trade negotiations between the United States and China broke down last month – here are some answers so some of the more pressing questions frequently asked.
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The House SECURE Act brings large, meaningful changes to retirement plan accounts, from age limits for contributions to more annuity options for retirement.
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Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.
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Factor investing is a great alternative to indexing and active management.
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Uncover hidden financial planning opportunities with philanthropy.
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A written financial plan can improve your chances of achieving your goals.
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Tax changes that can help your family maximize your tax savings.
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The answer is yes. Find out which one can help you with your comprehensive wealth management needs.
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Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.
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Significant tax law changes may have a big impact on tax planning for your business.
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Financial market corrections are common occurrences, but that doesn't mean they're pleasant. How can you weather through volatile market cycles?
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With the sweeping tax changes implemented in 2018, consider these questions when you prepare your taxes or meet with your accountant.
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If you live in a high tax state, like CA, there are still opportunities to get a little tax relief.
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While the new tax law provides preferential treatment for REIT dividends, diversification is still key to reaching your goals.
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What is Bitcoin and should you invest in it?
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Impeachment or not, the markets weather the storm.
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These 5 questions can help you formulate a financial plan so that you can achieve your goals.
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Comprehensive wealth management is key to achieving your financial goals.
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With taxes at historic lows, see if a Roth IRA makes sense for your retirement planning.
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Diversification offers crucial downside protection during volatile market cycles, helping you protect your wealth and investments.
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Tax preparation tips to take advantage of the 2018 tax law benefits.
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Congratulations, you have an estate plan. Now you need to keep it updated.
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Time to consider how the increased exclusion amounts for estate taxes impacts your tax planning.
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General Electric (GE) was one of the most admired companies on Wall Street. What happened and how does this impact you?
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Transitioning to retirement is a key life event. Find out if you are ready with these key questions.
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Appointing beneficiaries is common for retirement assets, and to protect your beneficiaries, you may also want to set up a retirement trust.
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