Tax Reform Act 2017

Every new year brings a new set of financial planning challenges and opportunities. With the passage of the tax reform bill at the end of 2017, the new year is no exception. These new rules represent the most sweeping change in the tax code in a number of years, with most of the new rules taking effect in 2018.

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We’re Talking Turkey

What makes you happy? As we wish you and yours a Happy Thanksgiving, we’d like to take a moment to reflect on this timeless question. You probably already realize that piles of possessions by themselves aren’t enough. But it may be less clear what does generate enduring happiness and how we, as your financial advsior, might […]

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Investing in the Age of Disruption

Eastman Kodak was one of the worlds most admired companies in 1996. Although Kodak invented the digital camera, their market dominance in film blinded them to the disruptive technology that they had created. By 2012 Kodak had filed for bankruptcy and in that same year, a 2-year-old digital photography company called Instagram with 13 employees sold for $1 Billion.

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