07/17/2019

Transferring Your Values, Not Just Your Bank Account

When confronted with how best to transfer wealth to younger generations, most families invariably focus on preservation, taxation and governance. Success in these areas, however, is no assurance that younger generations will not squander a …

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07/17/2019

Beyond The Game: How Athletes Invest

Professional athletes have the potential to amass large sums of money over a relatively short time frame.  Unfortunately, the majority of them do not have lengthy careers and consequently, do not retain significant amounts of …

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07/15/2019

Donating to Charity Directly From Your IRA: Less Money to Uncle Sam While Supporting a Good Cause

Since the new tax legislation went into effect last year, we have noticed a shift in the way some individuals donate. Instead of simply writing a check to a charity, they are donating directly from …

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07/15/2019

2019 Second Quarter Review and Commentary

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04/18/2019

2019 First Quarter Review and Commentary

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04/18/2019

Spring Cleaning For Your Estate Plan

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01/10/2019

2018 Fourth Quarter Review and Commentary

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01/10/2019

Fiduciary Rule

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12/20/2018

2019 Investment Roundtable Discussions

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