Our Commentary

Ways to Give

During the holiday season some of us begin to get into the giving spirit. And why not? If you are

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Stocks Already Quaffing Eggnog

With the Dow Jones Industrial Average having just pierced 28,000 for the first time, U.S. equities have risen strongly since the sharp market decline in the fourth quarter of 2018.

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financial planning harvest tax losses

Don’t Give the IRS Any Extra

You’re busy, I’m busy, we are all busy. With that, every year we see people sacrifice thousands of tax dollars they could have saved or gained…

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Financial planning

Helping Your Children Master Money

In my humble opinion, there have been few periods in history in which investing and taxation have been more complex. Most adults don’t even understand this stuff, so how are we supposed to teach our children?

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