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How We Think About Taxes

We’re not fans of taxes. Don’t get me wrong – we’re civic-minded, and when the tax bill comes, we pay it. But . . . if there are ways to help our clients avoid or defer taxes, we’re all for it.

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Q3 2018: When Risk Management is Warranted

Q3 2018: When Risk Management is Warranted

After a sideways first half to the year, the market has started to gain traction in recent weeks, once again challenging the...
Q2 2018: An Aging Expansion - Your Portfolio Checkup

Q2 2018: An Aging Expansion - Your Portfolio Checkup

In early March, the current bull market celebrated its 9th birthday – a milestone for an expansion that few have believed...
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