Articles

Quarterly Economic Update First Quarter 2018

After a blockbuster start to 2018, equity markets have been caught in a vicious circle of trading over the quarter’s last two months, with volatility and uncertainty taking center stage. While a combination of factors  like solid earnings, upbeat economic data and new tax legislation have fueled some rallies, inflation fears, protectionist and anti-trade T
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Helpful Information for Filing 2017 Income Taxes and Proactive Tax Planning for 2018

Tax season officially started with the IRS announcing the opening on January 29, 2018. They are expecting more than 155 million individual tax returns for the 2017 tax year. The deadline to file or ask for an extension is April 17 this year, since April 15 falls on a Sunday and Washington D.C. will celebrate…
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Welcome to 2018

Welcome to 2018! We hope that you and your family had an enjoyable holiday season. Each New Year symbolically offers the opportunity to make a fresh start for everyone. As always, our primary goal this year is to continue our tradition of helping clients achieve their personal financial goals. To make that process more efficient,…
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Year-end Tax Moves for 2017

One of our main goals as holistic financial advisors is to help our clients recognize tax reducing opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from potential tax reduction strategies.   Read the full article 
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