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What The Two Trillion Dollar Deal Means For You

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What The Two Trillion Dollar Deal Means For You

Late last night, the House finally struck a deal on a $2-trillion stimulus package, titled “The Relief for Workers Affected by Coronavirus Act.”

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

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Coronavirus and the Markets Q&A: 5 Industry-Leading Voices on the Magnitude of the Downturn, What Investors Can Do and More

We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.

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IMPORTANT 2019 TAX DEADLINE UPDATES

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IMPORTANT 2019 TAX DEADLINE UPDATES

Steve Mnuchin announced this morning that the Trump Administration will extend the 2020 Income Tax Filing Deadline to July 15th.

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5 Characteristics of Mature Financial Advisors

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5 Characteristics of Mature Financial Advisors

Many people have used the words fear and panic interchangeably over the last couple of weeks. And to be fair, there’s certainly enough of both in the air these days.

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Wills, Estate Plans & Trusts – Oh My!

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Wills, Estate Plans & Trusts – Oh My!

If you’re a little lost and maybe even frightened by the idea of tackling legal documents that spell out how to handle your affairs in the event of incapacitation or death, you’re not alone.

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

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Coronavirus and the Market: Don’t Make Short-Term Panic Part of Your Long-Term Investments

While there is no way to fully predict what will happen next, it’s important to remember the goals of your investment portfolios. Long-term investments face volatility, and to pursue your long-term goals, it’s vital to not overreact to one day, one week or even one month of market movement.

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How to Get the Best Deal from Social Security

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How to Get the Best Deal from Social Security

For many folks, the decision for when to begin Social Security benefits is one of the most important retirement income decisions they will make.

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Answers to 3 Big Questions on Clients’ Minds

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Answers to 3 Big Questions on Clients’ Minds

I like every part of the presentation experience. Meeting the clients is motivating. I enjoy sharing what recently happened in markets, speaking to the current situation, and educating clients about future opportunities and risks. What I enjoy most is answering clients’ questions.

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How a Donor-Advised Fund Can Help Your Charitable Giving

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How a Donor-Advised Fund Can Help Your Charitable Giving

Giving is an important part of our society. It provides us the opportunity to support causes we believe in and make a positive impact. Giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some examples of the impact:

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How to Use a Trust as a Financial Planning Tool

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How to Use a Trust as a Financial Planning Tool

Clients frequently ask whether they should leave their assets in a trust. It depends. Of course, if your net worth exceeds $11 million, putting your assets in specific types of trusts can be helpful for federal estate tax issues. However, for most Americans, federal estate taxes will not be a major concern.

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