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Quarterly Market Review Q1 2018

If you were a member of the popular press, you’d probably be happy with 2018’s first quarter performance. At last – some volatility-fueling news in early February, with plenty of enticing “largest,” “fastest,” and “worst” market superlatives to savor after a long, languid lull.  Download PDF As usual, there are plenty of potential culprits to […]

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Temporary Declines are Inevitable

It has been more than 3,280 days since we hit the bottom of the Financial Crisis on March 9, 2009. The 17-month drop in Market Values that began on October 10, 2007 saw the Standard and Poor’s 500 lose more than half of its value as it dropped from a high of 1565 to its low point of 676. If you had retired at the start with $1,000,000 fully invested in the S&P 500 you would have watched your nest egg shrink to $430,000.

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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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