Monthly Archives: November 2016

How Might A Trump Presidency Affect the Economy and Markets?

What seemed like a never-ending campaign finally ended on November 8 with the election of Donald J. Trump as President of the United States of America. With this huge uncertainty now behind us, we can start to speculate about the potential impact of the Trump presidency on the economy and markets. In the short term […]

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Not in the Family: When Should You Name a Corporate Trustee?

If your estate plan utilizes trusts to manage the distribution of property and other assets to your heirs, then you have a very important decision to make: Who will be your trustee? You have two main options when naming a trustee: You can designate an individual — such as a family member, friend or business […]

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5 Year-end Strategic Moves That Could Reduce Your 2016 Taxes

Tax planning might not pop up on your radar until March or April when you start getting everything together in preparation to file your tax return. But waiting until the spring to start tax planning could be a big mistake. Why? Because there are certain strategic moves that must be made before December 31 in […]

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How to Choose the Right Wealth Advisor

Your choice of a wealth advisor is one of the most important decisions you will make in your life, at least from a financial standpoint. Given this, it’s surprising how little time and research some people put into the process of choosing the right advisor. For example, some people will choose a wealth advisor based simply on […]

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