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Tax-Efficient Investing
Pity the poor Federal government. It does so much and asks so little. It is therefore incumbent on all of us to give just a …
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By Mark Armbruster, CFA Now that the presidential election is in the rearview mirror, there is much speculation on what lies ahead for the economy …
Entering 2024, we were cautious about how stocks would perform for several reasons. Ongoing wars heightened geopolitical risks. Inflation fell from its high of 9% …
Life is full of milestones that involve making important financial decisions with short and long-term effects. While contacting an investment advisor might not be at …
Employees typically have several options regarding their existing 401(k) or 403(b) balances when they leave a company or employment is terminated. Those may include moving …
Most of us planner types are starting to worry about upcoming financial changes that may happen with a new President and Congress. There have been …
With the impending election, we haven’t had too many conversations lately where the topic didn’t come up. Everyone wants to know how the election will …
What are the differences between a Broker-Dealer vs RIA? That may seem like a mundane question, but it’s an important one. We encourage people to …
Is the recession finally here? Roughly two years ago, economists predicted what they called the most widely anticipated recession ever. The whole world seemed to …
People used to count on their investment advisors to always do the right thing for their clients. This was dictated by their fiduciary duty – …
While annuities can be a part of some financial plans, in most cases, better options are available for our clients. We carefully evaluate each situation …
How to spot craftsmanship in quality investment management If you or someone you love needed surgery, you’d want to go to the best doctor. But …
The Government’s Sneaky Tax Mistress: IRMAA
Pity the poor Federal government. It does so much and asks so little. It is therefore incumbent on all of us to give just a …
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