One of the main reasons to set up a trust is to avoid estate tax
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Now that the election is over, what will the new administration prioritize in the new year? Take a look at a few things we’re watching in the months ahead.
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What do presidential elections mean for your portfolio?
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It’s been a wild August for markets. Let’s review.
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A lot has happened recently. Let’s review.
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How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?
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After months of simmering inflation reports, it looks like inflation finally eased slightly in April. Are prices stabilizing? Can we breathe a sigh of relief
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The stock market rocketed to new record highs after the latest Federal Reserve meeting. Will markets continue to rise? Let's discuss.
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The rollercoaster of investor psychology can take over and push markets in directions that don’t always jibe with the underlying financial and economic
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As we enter the final weeks of 2023, let’s take a moment to review some of the year's major market and economic trends.
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Do you feel like the economy isn’t making a lot of sense right now? There’s a big divide between the current data and what many Americans are feeling.
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What's going on with markets? Why does the federal government keep getting into fiscal fights? A lot is going on, so let's discuss.
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