What a difference a new year makes. Just when investors might have been lulled into the notion that a low-volatility and upward-trending environment was here to stay, the stock market
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While 2017 was full of frightening headlines and constant bemoaning over both domestic and foreign policy, the market trudged ahead in an exceptionally low-volatility manner. Nothing seemed to matter, whether
As the 2017 tax filing deadline approaches, many are preparing to take advantage of IRA contributions. As advisors, we often hear the question “Should I contribute to my Traditional or
Should you convert your traditional IRA to a Roth IRA? A key factor in this decision is taxes. If you expect to be in a higher tax bracket during retirement
Rising health care costs have been at the forefront of political and economic debate for over a decade. One often overlooked contributor to these rising costs is the increase in
The IRS has increased the federal estate tax exemption, which is indexed annually for inflation, to $5.49 million for 2017, up from $5.45 million in 2016. That lets couples now
When flying, have you ever listened to the pre-takeoff safety demonstration? If you’re not distracted by the screaming baby behind you or the couple arguing over the window seat next