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February 2018 Monthly Insight: The New Tax Code and Tax Planning

Posted by on Wednesday, February 7th, 2018 in Monthly Insights, Personal Finance, Tax Planning | 0 comments

“There’s just one thing I can’t figure out. My income tax.” – Nat King Cole “The hardest thing to understand in the world is the income tax.” – Albert Einstein This past year, Halloween was barely over when House Republicans introduced their version of tax reform. Among those who understand the complexity of the tax code, as expressed by Nat King Cole and Albert Einstein, few observers thought such a massive undertaking could be signed into law within seven short weeks.  Yet that is exactly what happened....

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Quarterly Market Review (QMR) – Q4 2017

Posted by on Friday, January 19th, 2018 in Investing, Market and Economic Updates | 0 comments

We are so excited to present to you our Quarterly Market Review for Q4 2017. In this comprehensive PDF, you’ll find valuable information on market performance during the quarter across various domestic and global asset classes, as well as an in-depth discussion of bitcoin investing. Simply click the thumbnail below to download the PDF. We hope you...

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Creating a Financially Organized Life

Posted by on Monday, January 8th, 2018 in Investing, Personal Finance | 0 comments

Financial organization is a cornerstone of a healthy financial life. At the most basic level, financial organization saves time and money because it aids in paying bills on time, finding needed documents during tax season, providing proof of payment, disputing credit cards or billing errors, and avoiding the stress of dealing with piles of unorganized bills and paperwork. It also sets the stage for better decisions on investments, budgeting, debt, and investment planning. Financial organization helps your working relationship with your...

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January 2018 Monthly Insight: Looking Back at 2017

Posted by on Sunday, December 31st, 2017 in Market and Economic Updates, Monthly Insights | 0 comments

“We have two classes of forecasters: Those who don’t know – and those who don’t know they don’t know.” –John Kenneth Galbraith Annual Market Review 2017 The year 2017 was eventful, to say the least. President Trump and Congress tried, without success, to repeal the Affordable Care Act, known as Obamacare. However, the new year-end tax law included the elimination of the individual health insurance mandate. The U.S. economy started slowly but picked up steam as the year progressed. Ten years after its onset, the...

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December 2017 Monthly Insight: The Importance of Sustainable and Predictable Inflation

Posted by on Tuesday, December 5th, 2017 in Investing, Market and Economic Updates, Monthly Insights | 0 comments

Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair. –Sam Ewing, former professional baseball player and All-American at The University of Tennessee   On Wednesday, November 9, Janet Yellen gave what was most likely her last testimony to the Joint Economic Committee as Chair of the Federal Reserve.  In her testimony, she stated that she felt the economic expansion is broad-based and that the economy will continue to expand, thus growing wages and incomes.  Yellen...

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